United Advisor Group’s Energy Transfer Partners ET Stock Holding History

United Advisor 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 Q3	$422K	Buy	21,363 +1,500	+8%	+$30.9K	0.04%	381
2026 Q2	$380K	Hold	19,863	–	–	0.04%	374
2026 Q1	$383K	Hold	19,863	–	–	0.05%	340
2025 Q4	$328K	Sell	19,863 -3,856	-16%	-$64.2K	0.04%	357
2025 Q3	$407K	Buy	23,719 +300	+1%	+$5.26K	0.05%	302
2025 Q2	$425K	Hold	23,419	–	–	0.07%	252
2025 Q1	$435K	Buy	23,419 +4,879	+26%	+$95K	0.09%	208
2024 Q4	$363K	Buy	18,540 +534	+3%	+$9.46K	0.07%	256
2024 Q3	$289K	Buy	18,006 +300	+2%	+$4.83K	0.07%	285
2024 Q2	$287K	Hold	17,706	–	–	0.09%	202
2024 Q1	$279K	Buy	+17,706	New	+$258K	0.1%	172

Other funds holding ET

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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

United Advisor Group's ET Position: Q3 2026 in Review

United Advisor Group increased its Energy Transfer Partners (ET) stake by 7.6% in Q3 2026, buying an estimated $30.9K and bringing the position to 21,363 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #381.

United Advisor Group first reported a position in ET in Q1 2024 and has held it in 11 quarters since. The position peaked at $435K in Q1 2025. 674 funds tracked by Wall St. Rank hold ET as of Q3 2026.

United Advisor Group held 21,363 shares of Energy Transfer Partners worth $422K as of Q3 2026.
United Advisor Group bought 1,500 Energy Transfer Partners shares in Q3 2026, an estimated $30.9K.
Energy Transfer Partners made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #381 holding.
United Advisor Group first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Energy Transfer Partners position peaked at $435K in Q1 2025.
674 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.