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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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. 221 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.
221 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.