Summit Asset Management’s Energy Transfer Partners ET Stock Holding History

Summit Asset 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 Q3	$210K	Buy	+10,628	New	+$219K	0.03%	177
2025 Q1	–	Sell	-13,645	Closed	-$267K	–	168
2024 Q4	$267K	Sell	13,645 -1,470	-10%	-$26K	0.05%	138
2024 Q3	$243K	Buy	+15,115	New	+$243K	0.05%	149
2015 Q4	–	Sell	-10,920	Closed	-$227K	–	89
2015 Q3	$227K	Sell	10,920 -1,800	-14%	-$50.8K	0.16%	84
2015 Q2	$408K	Sell	12,720 -2,400	-16%	-$80.4K	0.28%	57
2015 Q1	$479K	Buy	15,120 +600	+4%	+$17.8K	0.33%	48
2014 Q4	$417K	Sell	14,520 -880	-6%	-$25.3K	0.3%	52
2014 Q3	$475K	Buy	15,400 +3,800	+33%	+$112K	0.36%	46
2014 Q2	$342K	Hold	11,600	–	–	0.26%	60
2014 Q1	$271K	Hold	11,600	–	–	0.22%	69
2013 Q4	$237K	Buy	+11,600	New	+$209K	0.19%	77

Other funds holding ET

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

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

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Summit Asset Management's ET Position: Q3 2026 in Review

Summit Asset Management opened a new position in Energy Transfer Partners (ET) in Q3 2026: 10,628 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Summit Asset Management previously reported a position in ET as recently as Q4 2024.

Summit Asset Management first reported a position in ET in Q4 2013 and has held it in 11 quarters since. The position peaked at $479K in Q1 2015. 717 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Summit Asset Management held 10,628 shares of Energy Transfer Partners worth $210K as of Q3 2026.
Energy Transfer Partners was a new Summit Asset Management position in Q3 2026.
Energy Transfer Partners made up 0.03% of Summit Asset Management's portfolio in Q3 2026, its #177 holding.
Summit Asset Management first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 11 quarters since.
Summit Asset Management's Energy Transfer Partners position peaked at $479K in Q1 2015.
717 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.