SFG
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Southern Financial Group’s Energy Transfer Partners ET Stock Holding History

Southern Financial Group’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 		$387K Sell
20,243
-444
-2% -$8.6K 0.1% 52
2026
Q1 		$399K Sell
20,687
-2,291
-10% -$42K 0.11% 45
2025
Q4 		$379K Buy
+22,978
New +$382K 0.11% 50

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 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

Southern Financial Group's ET Position: Q2 2026 in Review

Southern Financial Group reduced its Energy Transfer Partners (ET) stake by 2.1% in Q2 2026, selling an estimated $8.6K and leaving 20,243 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #52.

Southern Financial Group first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $399K in Q1 2026. 719 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Southern Financial Group held 20,243 shares of Energy Transfer Partners worth $387K as of Q2 2026.
  • Southern Financial Group sold 444 Energy Transfer Partners shares in Q2 2026, an estimated $8.6K.
  • Energy Transfer Partners made up 0.1% of Southern Financial Group's portfolio in Q2 2026, its #52 holding.
  • Southern Financial Group first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Energy Transfer Partners position peaked at $399K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.