Summit Financial Strategies’s Energy Transfer Partners ET Stock Holding History

Summit Financial Strategies’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	$1.63M	Hold	85,242	–	–	0.11%	60
2026 Q1	$1.65M	Buy	85,242 +4	+0%	+$73	0.13%	55
2025 Q4	$1.41M	Buy	85,238 +505	+0.6%	+$8.41K	0.12%	58
2025 Q3	$1.45M	Sell	84,733 -451	-0.5%	-$7.91K	0.12%	55
2025 Q2	$1.54M	Buy	85,184 +100	+0.1%	+$1.75K	0.14%	48
2025 Q1	$1.58M	Sell	85,084 -391	-0.5%	-$7.62K	0.16%	47
2024 Q4	$1.67M	Buy	85,475 +1,468	+2%	+$26K	0.18%	46
2024 Q3	$1.35M	Hold	84,007	–	–	0.15%	49
2024 Q2	$1.36M	Hold	84,007	–	–	0.17%	46
2024 Q1	$1.32M	Hold	84,007	–	–	0.18%	42
2023 Q4	$1.16M	Hold	84,007	–	–	0.18%	44
2023 Q3	$1.18M	Hold	84,007	–	–	0.22%	34
2023 Q2	$1.07M	Sell	84,007 -100	-0.1%	-$1.27K	0.2%	37
2023 Q1	$1.05M	Buy	84,107 +100	+0.1%	+$1.26K	0.21%	41
2022 Q4	$997K	Hold	84,007	–	–	0.21%	38
2022 Q3	$927K	Hold	84,007	–	–	0.22%	37
2022 Q2	$838K	Hold	84,007	–	–	0.2%	40
2022 Q1	$940K	Hold	84,007	–	–	0.19%	37
2021 Q4	$691K	Hold	84,007	–	–	0.13%	53
2021 Q3	$805K	Hold	84,007	–	–	0.15%	44
2021 Q2	$893K	Hold	84,007	–	–	0.18%	41
2021 Q1	$645K	Hold	84,007	–	–	0.23%	29
2020 Q4	$519K	Buy	+84,007	New	+$508K	0.18%	40

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

LPL Financial San Diego, California $445B AUM 25.58% 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 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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Summit Financial Strategies's ET Position: Q2 2026 in Review

Summit Financial Strategies held its Energy Transfer Partners (ET) position steady in Q2 2026 at 85,242 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #60.

Summit Financial Strategies first reported a position in ET in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q4 2024. 814 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Summit Financial Strategies held 85,242 shares of Energy Transfer Partners worth $1.63M as of Q2 2026.
Summit Financial Strategies left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.11% of Summit Financial Strategies's portfolio in Q2 2026, its #60 holding.
Summit Financial Strategies first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 23 quarters since.
Summit Financial Strategies's Energy Transfer Partners position peaked at $1.67M in Q4 2024.
814 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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