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Symphony Financial Services’s Energy Transfer Partners ET Stock Holding History

Symphony Financial Services’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 		$515K Buy
26,941
+52
+0.2% +$1.01K 0.23% 53
2026
Q1 		$519K Buy
26,889
+55
+0.2% +$1.01K 0.27% 52
2025
Q4 		$442K Buy
26,834
+61
+0.2% +$1.01K 0.23% 58
2025
Q3 		$459K Buy
+26,773
New +$469K 0.25% 55

Other funds holding ET

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

Symphony Financial Services's ET Position: Q2 2026 in Review

Symphony Financial Services increased its Energy Transfer Partners (ET) stake by 0.19% in Q2 2026, buying an estimated $1.01K and bringing the position to 26,941 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #53.

Symphony Financial Services first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $519K in Q1 2026. 595 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Symphony Financial Services held 26,941 shares of Energy Transfer Partners worth $515K as of Q2 2026.
  • Symphony Financial Services bought 52 Energy Transfer Partners shares in Q2 2026, an estimated $1.01K.
  • Energy Transfer Partners made up 0.23% of Symphony Financial Services's portfolio in Q2 2026, its #53 holding.
  • Symphony Financial Services first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's Energy Transfer Partners position peaked at $519K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.