Sunbeam Capital Management’s Energy Transfer Partners ET Stock Holding History

Sunbeam Capital Management’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	$879K	Buy	45,988 +38	+0.1%	+$736	0.4%	52
2026 Q1	$887K	Buy	45,950 +93	+0.2%	+$1.7K	0.51%	39
2025 Q4	$756K	Buy	45,857 +42	+0.1%	+$699	0.45%	43
2025 Q3	$786K	Buy	45,815 +28,880	+171%	+$506K	0.49%	42
2025 Q2	$307K	Sell	16,935 -1,943	-10%	-$33.9K	0.23%	67
2025 Q1	$351K	Buy	18,878 +33	+0.2%	+$643	0.33%	53
2024 Q4	$369K	Buy	+18,845	New	+$334K	0.34%	52

Other funds holding ET

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

CCM

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Sunbeam Capital Management's ET Position: Q2 2026 in Review

Sunbeam Capital Management increased its Energy Transfer Partners (ET) stake by 0.08% in Q2 2026, buying an estimated $736 and bringing the position to 45,988 shares worth $879K. The position accounts for 0.4% of the portfolio, ranked #52.

Sunbeam Capital Management first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $887K in Q1 2026. 594 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Sunbeam Capital Management held 45,988 shares of Energy Transfer Partners worth $879K as of Q2 2026.
Sunbeam Capital Management bought 38 Energy Transfer Partners shares in Q2 2026, an estimated $736.
Energy Transfer Partners made up 0.4% of Sunbeam Capital Management's portfolio in Q2 2026, its #52 holding.
Sunbeam Capital Management first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Energy Transfer Partners position peaked at $887K in Q1 2026.
594 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.