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 Q3	$910K	Buy	46,025 +37	+0.1%	+$763	0.42%	47
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Sunbeam Capital Management's ET Position: Q3 2026 in Review

Sunbeam Capital Management increased its Energy Transfer Partners (ET) stake by 0.08% in Q3 2026, buying an estimated $763 and bringing the position to 46,025 shares worth $910K. The position accounts for 0.42% of the portfolio, ranked #47.

Sunbeam Capital Management first reported a position in ET in Q4 2024 and has held it in 8 quarters since. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Sunbeam Capital Management held 46,025 shares of Energy Transfer Partners worth $910K as of Q3 2026.
Sunbeam Capital Management bought 37 Energy Transfer Partners shares in Q3 2026, an estimated $763.
Energy Transfer Partners made up 0.42% of Sunbeam Capital Management's portfolio in Q3 2026, its #47 holding.
Sunbeam Capital Management first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 8 quarters since.
1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.