Quantum Financial Planning Services’s Energy Transfer Partners ET Stock Holding History

Quantum Financial Planning Services’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$278K	Buy	14,053 +4,053	+41%	+$83.6K	0.08%	46
2026 Q2	$191K	Hold	10,000	–	–	0.06%	57
2026 Q1	$193K	Hold	10,000	–	–	0.07%	52
2025 Q4	$165K	Hold	10,000	–	–	0.06%	53
2025 Q3	$172K	Hold	10,000	–	–	0.07%	49
2025 Q2	$181K	Buy	+10,000	New	+$174K	0.09%	46

Other funds holding ET

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Quantum Financial Planning Services's ET Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Energy Transfer Partners (ET) stake by 41% in Q3 2026, buying an estimated $83.6K and bringing the position to 14,053 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #46.

Quantum Financial Planning Services first reported a position in ET in Q2 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Quantum Financial Planning Services held 14,053 shares of Energy Transfer Partners worth $278K as of Q3 2026.
Quantum Financial Planning Services bought 4,053 Energy Transfer Partners shares in Q3 2026, an estimated $83.6K.
Energy Transfer Partners made up 0.08% of Quantum Financial Planning Services's portfolio in Q3 2026, its #46 holding.
Quantum Financial Planning Services first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.