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Wedmont Private Capital’s Energy Transfer Partners ET Stock Holding History

Wedmont Private Capital’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 		$289K Sell
14,034
-108
-0.8% -$2.23K 0.01% 791
2026
Q2 		$278K Sell
14,142
-10,170
-42% -$197K 0.01% 769
2026
Q1 		$464K Buy
24,312
+246
+1% +$4.5K 0.02% 519
2025
Q4 		$398K Buy
24,066
+280
+1% +$4.66K 0.01% 554
2025
Q3 		$397K Buy
23,786
+257
+1% +$4.5K 0.01% 539
2025
Q2 		$415K Buy
23,529
+240
+1% +$4.19K 0.02% 482
2025
Q1 		$380K Buy
23,289
+209
+0.9% +$4.07K 0.02% 449
2024
Q4 		$448K Sell
23,080
-1,476
-6% -$26.1K 0.02% 420
2024
Q3 		$398K Sell
24,556
-5,513
-18% -$88.7K 0.02% 430
2024
Q2 		$489K Buy
30,069
+6,001
+25% +$94.3K 0.03% 348
2024
Q1 		$378K Buy
24,068
+257
+1% +$3.74K 0.03% 388
2023
Q4 		$333K Buy
23,811
+6,168
+35% +$83.8K 0.03% 397
2023
Q3 		$242K Buy
17,643
+7,564
+75% +$100K 0.02% 428
2023
Q2 		$130K Buy
10,079
+55
+0.5% +$697 0.01% 486
2023
Q1 		$125K Buy
+10,024
New +$127K 0.02% 453
2022
Q4 		– Sell
-11,233
Closed -$124K – 455
2022
Q3 		$124K Buy
+11,233
New +$125K 0.02% 361

Other funds holding ET

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's ET Position: Q3 2026 in Review

Wedmont Private Capital reduced its Energy Transfer Partners (ET) stake by 0.76% in Q3 2026, selling an estimated $2.23K and leaving 14,034 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #791.

Wedmont Private Capital first reported a position in ET in Q3 2022 and has held it in 16 quarters since. The position peaked at $489K in Q2 2024. 67 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Wedmont Private Capital held 14,034 shares of Energy Transfer Partners worth $289K as of Q3 2026.
  • Wedmont Private Capital sold 108 Energy Transfer Partners shares in Q3 2026, an estimated $2.23K.
  • Energy Transfer Partners made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #791 holding.
  • Wedmont Private Capital first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 16 quarters since.
  • Wedmont Private Capital's Energy Transfer Partners position peaked at $489K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.