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

Valeo 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
2020 Q4	–	Sell	-6,500	Closed	-$35K	–	1722
2020 Q3	$35K	Buy	6,500 +3,000	+86%	+$19K	﹤0.01%	761
2020 Q2	$25K	Buy	+3,500	New	+$25.9K	﹤0.01%	975
2019 Q4	–	Sell	-2,500	Closed	-$33K	–	1654
2019 Q3	$33K	Hold	2,500	–	–	﹤0.01%	715
2019 Q2	$35K	Buy	+2,500	New	+$37K	﹤0.01%	692

Other funds holding ET

CCM

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ETC

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

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

AAA

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

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

Valeo Financial Advisors increased its Energy Transfer Partners (ET) stake by 2.2% in Q2 2026, buying an estimated $87.1K and bringing the position to 209,108 shares worth $4M. The position accounts for 0.08% of the portfolio, ranked #109.

Valeo Financial Advisors first reported a position in ET in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.06M in Q4 2024. 408 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Valeo Financial Advisors held 209,108 shares of Energy Transfer Partners worth $4M as of Q2 2026.
Valeo Financial Advisors bought 4,498 Energy Transfer Partners shares in Q2 2026, an estimated $87.1K.
Energy Transfer Partners made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #109 holding.
Valeo Financial Advisors first reported a position in Energy Transfer Partners in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Energy Transfer Partners position peaked at $4.06M in Q4 2024.
408 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.