Regent Peak Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Regent Peak Wealth Advisors’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 Q2	$297K	Hold	15,540	–	–	0.06%	153
2026 Q1	$300K	Hold	15,540	–	–	0.06%	142
2025 Q4	$256K	Hold	15,540	–	–	0.05%	155
2025 Q3	$267K	Buy	+15,540	New	+$272K	0.05%	144
2025 Q1	$289K	Hold	15,540	–	–	0.07%	121
2024 Q4	$304K	Hold	15,540	–	–	0.07%	122
2024 Q3	$249K	Hold	15,540	–	–	0.06%	141
2024 Q2	$252K	Hold	15,540	–	–	0.06%	136
2024 Q1	$244K	Hold	15,540	–	–	0.06%	135
2023 Q4	$214K	Hold	15,540	–	–	0.06%	148
2023 Q3	$218K	Hold	15,540	–	–	0.07%	134
2023 Q2	$197K	Hold	15,540	–	–	0.06%	148
2023 Q1	$194K	Buy	+15,540	New	+$196K	0.06%	156

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Regent Peak Wealth Advisors's ET Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 15,540 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #153.

Regent Peak Wealth Advisors first reported a position in ET in Q1 2023 and has held it in 13 quarters since. The position peaked at $304K in Q4 2024. 253 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Regent Peak Wealth Advisors held 15,540 shares of Energy Transfer Partners worth $297K as of Q2 2026.
Regent Peak Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Regent Peak Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 13 quarters since.
Regent Peak Wealth Advisors's Energy Transfer Partners position peaked at $304K in Q4 2024.
253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.