U.S. Capital Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-40,000
Closed -$383K 728
2021
Q3
$383K Buy
+40,000
New +$384K 0.02% 562

Other funds holding ET

U.S. Capital Wealth Advisors's ET Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 2.4% in Q1 2026, selling an estimated $672K and leaving 1,523,408 shares worth $29.4M. The position accounts for 0.74% of the portfolio, ranked #23.

U.S. Capital Wealth Advisors first reported a position in ET in Q3 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • U.S. Capital Wealth Advisors held 1,523,408 shares of Energy Transfer Partners worth $29.4M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 36,702 Energy Transfer Partners shares in Q1 2026, an estimated $672K.
  • Energy Transfer Partners made up 0.74% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • U.S. Capital Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 19 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.