Summit Financial Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Summit Financial Wealth 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
2026 Q2	$537K	Sell	28,087 -146	-0.5%	-$2.83K	0.07%	122
2026 Q1	$545K	Buy	28,233 +3,785	+15%	+$69.3K	0.08%	110
2025 Q4	$403K	Buy	24,448 +239	+1%	+$3.98K	0.06%	126
2025 Q3	$411K	Hold	24,209	–	–	0.06%	116
2025 Q2	$439K	Buy	24,209 +2,768	+13%	+$48.3K	0.08%	105
2025 Q1	$399K	Hold	21,441	–	–	0.08%	101
2024 Q4	$445K	Buy	21,441 +437	+2%	+$7.74K	0.09%	97
2024 Q3	$337K	Hold	21,004	–	–	0.06%	109
2024 Q2	$341K	Buy	21,004 +1,003	+5%	+$15.8K	0.07%	98
2024 Q1	$315K	Hold	20,001	–	–	0.06%	100
2023 Q4	$276K	Buy	20,001 +1	+0%	+$14	0.06%	104
2023 Q3	$266K	Hold	20,000	–	–	0.07%	104
2023 Q2	$254K	Hold	20,000	–	–	0.06%	107
2023 Q1	$249K	Hold	20,000	–	–	0.06%	113
2022 Q4	$237K	Hold	20,000	–	–	0.06%	118
2022 Q3	$249K	Hold	20,000	–	–	0.07%	107
2022 Q2	$212K	Hold	20,000	–	–	0.05%	122
2022 Q1	$224K	Hold	20,000	–	–	0.05%	117
2021 Q4	$178K	Hold	20,000	–	–	0.03%	134
2021 Q3	$192K	Hold	20,000	–	–	0.04%	123
2021 Q2	$213K	Hold	20,000	–	–	0.05%	116
2021 Q1	$124K	Hold	20,000	–	–	0.03%	111
2020 Q4	$108K	Hold	20,000	–	–	0.03%	98
2020 Q3	$103K	Buy	+20,000	New	+$127K	0.03%	115
2020 Q2	–	Sell	-65,000	Closed	-$360K	–	125
2020 Q1	$360K	Buy	+65,000	New	+$693K	0.11%	86

Other funds holding ET

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Summit Financial Wealth Advisors's ET Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 0.52% in Q2 2026, selling an estimated $2.83K and leaving 28,087 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #122.

Summit Financial Wealth Advisors first reported a position in ET in Q1 2020 and has held it in 25 quarters since. The position peaked at $545K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Summit Financial Wealth Advisors held 28,087 shares of Energy Transfer Partners worth $537K as of Q2 2026.
Summit Financial Wealth Advisors sold 146 Energy Transfer Partners shares in Q2 2026, an estimated $2.83K.
Energy Transfer Partners made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Summit Financial Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 25 quarters since.
Summit Financial Wealth Advisors's Energy Transfer Partners position peaked at $545K in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.