Summit Securities Group’s Energy Transfer Partners ET Stock Holding History

Summit Securities Group’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
2025 Q3	–	Sell	-20,000	Closed	-$363K	–	1115
2025 Q2	$363K	Hold	20,000	–	–	0.07%	164
2025 Q1	$372K	Buy	+20,000	New	+$390K	0.06%	131
2021 Q1	–	Sell	-953	Closed	-$589K	–	621
2020 Q4	$589K	Hold	953	–	–	0.05%	318
2020 Q3	$517K	Sell	953 -169	-15%	-$1.07K	0.05%	222
2020 Q2	$799K	Sell	1,122 -579	-34%	-$4.29K	0.1%	174
2020 Q1	$782K	Buy	1,701 +1,591	+1,446%	+$17K	0.14%	128
2019 Q4	$141K	Buy	+110	New	+$1.35K	0.01%	415
2019 Q3	–	Sell	-275	Closed	-$387K	–	354
2019 Q2	$387K	Sell	275 -225	-45%	-$3.33K	0.04%	237
2019 Q1	$769K	Buy	+500	New	+$7.43K	0.14%	93
2017 Q3	–	Sell	-117	Closed	-$210K	–	233
2017 Q2	$210K	Buy	+117	New	+$2.08K	0.04%	202
2016 Q4	–	Sell	-256	Closed	-$430K	–	281
2016 Q3	$430K	Buy	+256	New	+$4.32K	0.15%	79
2015 Q4	–	Sell	-107	Closed	-$50K	–	329
2015 Q3	$50K	Buy	+107	New	+$3.02K	0.04%	163

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Summit Securities Group's ET Position: Q1 2026 in Review

Summit Securities Group increased its Energy Transfer Partners (ET) stake by 138% in Q1 2026, buying an estimated $1.72M and bringing the position to 162,100 shares worth $3.13M. The position accounts for 0.39% of the portfolio, ranked #32.

Summit Securities Group first reported a position in ET in Q2 2013 and has held it in 44 quarters since. The position peaked at $20.3M in Q3 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Summit Securities Group held 162,100 shares of Energy Transfer Partners worth $3.13M as of Q1 2026.
Summit Securities Group bought 94,000 Energy Transfer Partners shares in Q1 2026, an estimated $1.72M.
Energy Transfer Partners made up 0.39% of Summit Securities Group's portfolio in Q1 2026, its #32 holding.
Summit Securities Group first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 44 quarters since.
Summit Securities Group's Energy Transfer Partners position peaked at $20.3M in Q3 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.