Uptown Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Uptown Financial Advisors’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	$2.46M	Buy	128,774 +40	+0%	+$775	1.62%	16
2026 Q1	$2.48M	Sell	128,734 -1,417	-1%	-$25.9K	1.97%	14
2025 Q4	$2.15M	Buy	130,151 +1,509	+1%	+$25.1K	1.54%	17
2025 Q3	$2.21M	Buy	128,642 +88	+0.1%	+$1.54K	1.82%	17
2025 Q2	$2.33M	Buy	128,554 +37,865	+42%	+$661K	2%	16
2025 Q1	$1.69M	Hold	90,689	–	–	1.72%	15
2024 Q4	$1.78M	Buy	+90,689	New	+$1.61M	1.92%	15

Other funds holding ET

CCM

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

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Uptown Financial Advisors's ET Position: Q2 2026 in Review

Uptown Financial Advisors increased its Energy Transfer Partners (ET) stake by 0.03% in Q2 2026, buying an estimated $775 and bringing the position to 128,774 shares worth $2.46M. The position accounts for 1.62% of the portfolio, ranked #16.

Uptown Financial Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q1 2026. 318 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Uptown Financial Advisors held 128,774 shares of Energy Transfer Partners worth $2.46M as of Q2 2026.
Uptown Financial Advisors bought 40 Energy Transfer Partners shares in Q2 2026, an estimated $775.
Energy Transfer Partners made up 1.62% of Uptown Financial Advisors's portfolio in Q2 2026, its #16 holding.
Uptown Financial Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Energy Transfer Partners position peaked at $2.48M in Q1 2026.
318 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.