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Sequoia Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Sequoia Financial 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
2025
Q4 		– Sell
-4,000
Closed -$68.6K – 1951
2025
Q3 		$68.6K Buy
+4,000
New +$70.1K ﹤0.01% 1705

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Sequoia Financial Advisors's ET Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Energy Transfer Partners (ET) stake by 6.1% in Q2 2026, buying an estimated $87K and bringing the position to 78,368 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #760.

Sequoia Financial Advisors first reported a position in ET in Q4 2013 and has held it in 22 quarters since. 595 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Sequoia Financial Advisors held 78,368 shares of Energy Transfer Partners worth $1.5M as of Q2 2026.
  • Sequoia Financial Advisors bought 4,491 Energy Transfer Partners shares in Q2 2026, an estimated $87K.
  • Energy Transfer Partners made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #760 holding.
  • Sequoia Financial Advisors first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 22 quarters since.
  • 595 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.