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
2026 Q1	–	Sell	-10,000	Closed	-$165K	–	1143
2025 Q4	$165K	Hold	10,000	–	–	0.02%	372
2025 Q3	$172K	Sell	10,000 -23,300	-70%	-$408K	0.04%	286
2025 Q2	$604K	Buy	33,300 +500	+2%	+$8.72K	0.12%	133
2025 Q1	$610K	Buy	32,800 +16,000	+95%	+$312K	0.1%	98
2024 Q4	$329K	Buy	+16,800	New	+$298K	0.07%	156
2023 Q4	–	Sell	-150,000	Closed	-$2.1M	–	740
2023 Q3	$2.1M	Buy	+150,000	New	+$1.99M	0.22%	53
2023 Q2	–	Sell	-15,000	Closed	-$187K	–	948
2023 Q1	$187K	Sell	15,000 -136,200	-90%	-$1.72M	0.02%	223
2022 Q4	$1.79M	Hold	151,200	–	–	0.07%	127
2022 Q3	$1.67M	Buy	+151,200	New	+$1.68M	0.12%	109
2020 Q2	–	Sell	-1,000	Closed	-$460K	–	428
2020 Q1	$460K	Sell	1,000 -328	-25%	-$3.5K	0.08%	167
2019 Q4	$1.7M	Buy	+1,328	New	+$16.4K	0.13%	155
2019 Q3	–	Sell	-472	Closed	-$665K	–	355
2019 Q2	$665K	Buy	472 +7	+2%	+$104	0.08%	174
2019 Q1	$715K	Buy	465 +285	+158%	+$4.24K	0.13%	94
2018 Q4	$238K	Buy	+180	New	+$2.73K	0.02%	273

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.