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Summit Financial’s Energy Transfer Partners ET Stock Holding History

Summit Financial’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 		$13.7M Buy
716,515
+5,812
+0.8% +$113K 0.15% 124
2026
Q1 		$13.7M Sell
710,703
-182
-0% -$3.33K 0.17% 112
2025
Q4 		$11.7M Buy
710,885
+14,185
+2% +$236K 0.17% 112
2025
Q3 		$12M Buy
696,700
+8,236
+1% +$144K 0.18% 106
2025
Q2 		$12.5M Buy
688,464
+1,726
+0.3% +$30.1K 0.28% 63
2025
Q1 		$12.8M Buy
686,738
+1,213
+0.2% +$23.6K 0.36% 53
2024
Q4 		$13.4M Buy
685,525
+476,308
+228% +$8.43M 0.47% 35
2024
Q3 		$3.36M Buy
209,217
+12,860
+7% +$207K 0.13% 123
2024
Q2 		$3.18M Buy
196,357
+22,164
+13% +$348K 0.15% 108
2024
Q1 		$2.74M Buy
174,193
+24,464
+16% +$356K 0.16% 81
2023
Q4 		$2.07M Buy
149,729
+9,823
+7% +$134K 0.14% 102
2023
Q3 		$1.96M Buy
139,906
+121,698
+668% +$1.61M 0.14% 90
2023
Q2 		$231K Buy
18,208
+8,024
+79% +$102K 0.02% 295
2023
Q1 		$127K Hold
10,184
– – 0.01% 254
2022
Q4 		$121K Hold
10,184
– – 0.01% 243
2022
Q3 		$112K Hold
10,184
– – 0.01% 248
2022
Q2 		$102K Hold
10,184
– – 0.01% 229
2022
Q1 		$114K Sell
10,184
-699
-6% -$6.93K 0.01% 245
2021
Q4 		$89.6K Buy
+10,883
New +$98.9K 0.01% 242
2020
Q3 		– Sell
-15,048
Closed -$107K – 35
2020
Q2 		$107K Sell
15,048
-11,464
-43% -$85K 0.02% 35
2020
Q1 		$122K Sell
26,512
-15,913
-38% -$170K 0.03% 39
2019
Q4 		$544K Buy
+42,425
New +$523K 0.09% 29
2019
Q3 		– Sell
-49,419
Closed -$696K – 29
2019
Q2 		$696K Sell
49,419
-2,531
-5% -$37.5K 0.12% 28
2019
Q1 		$798K Sell
51,950
-861
-2% -$12.8K 0.14% 24
2018
Q4 		$698K Buy
+52,811
New +$802K 0.14% 25

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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's ET Position: Q2 2026 in Review

Summit Financial increased its Energy Transfer Partners (ET) stake by 0.82% in Q2 2026, buying an estimated $113K and bringing the position to 716,515 shares worth $13.7M. The position accounts for 0.15% of the portfolio, ranked #124.

Summit Financial first reported a position in ET in Q4 2018 and has held it in 25 quarters since. The position peaked at $13.7M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Summit Financial held 716,515 shares of Energy Transfer Partners worth $13.7M as of Q2 2026.
  • Summit Financial bought 5,812 Energy Transfer Partners shares in Q2 2026, an estimated $113K.
  • Energy Transfer Partners made up 0.15% of Summit Financial's portfolio in Q2 2026, its #124 holding.
  • Summit Financial first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 25 quarters since.
  • Summit Financial's Energy Transfer Partners position peaked at $13.7M in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.