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Smallwood Wealth Investment Management’s Energy Transfer Partners ET Stock Holding History

Smallwood Wealth Investment Management’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 		$16.5K Buy
863
+10
+1% +$194 0.01% 286
2026
Q1 		$16.5K Buy
853
+10
+1% +$183 0.01% 279
2025
Q4 		$13.9K Buy
843
+11
+1% +$183 0.01% 282
2025
Q3 		$14.3K Buy
832
+11
+1% +$193 0.01% 286
2025
Q2 		$14.9K Buy
821
+10
+1% +$174 0.01% 280
2025
Q1 		$15.1K Buy
+811
New +$15.8K 0.01% 281

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

Smallwood Wealth Investment Management's ET Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Energy Transfer Partners (ET) stake by 1.2% in Q2 2026, buying an estimated $194 and bringing the position to 863 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #286.

Smallwood Wealth Investment Management first reported a position in ET in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Smallwood Wealth Investment Management held 863 shares of Energy Transfer Partners worth $16.5K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 10 Energy Transfer Partners shares in Q2 2026, an estimated $194.
  • Energy Transfer Partners made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #286 holding.
  • Smallwood Wealth Investment Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.