Welch Group’s Energy Transfer Partners ET Stock Holding History

Welch 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 Q2	$655K	Buy	34,263 +440	+1%	+$8.52K	0.02%	163
2026 Q1	$653K	Buy	33,823 +665	+2%	+$12.2K	0.02%	154
2025 Q4	$547K	Buy	33,158 +2,121	+7%	+$35.3K	0.02%	164
2025 Q3	$533K	Sell	31,037 -1,048	-3%	-$18.4K	0.02%	162
2025 Q2	$582K	Buy	32,085 +231	+0.7%	+$4.03K	0.02%	140
2025 Q1	$596K	Buy	31,854 +2,979	+10%	+$58K	0.03%	130
2024 Q4	$565K	Buy	28,875 +386	+1%	+$6.84K	0.03%	141
2024 Q3	$457K	Buy	+28,489	New	+$458K	0.02%	157

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Welch Group's ET Position: Q2 2026 in Review

Welch Group increased its Energy Transfer Partners (ET) stake by 1.3% in Q2 2026, buying an estimated $8.52K and bringing the position to 34,263 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #163.

Welch Group first reported a position in ET in Q3 2024 and has held it in 8 quarters since. 530 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Welch Group held 34,263 shares of Energy Transfer Partners worth $655K as of Q2 2026.
Welch Group bought 440 Energy Transfer Partners shares in Q2 2026, an estimated $8.52K.
Energy Transfer Partners made up 0.02% of Welch Group's portfolio in Q2 2026, its #163 holding.
Welch Group first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 8 quarters since.
530 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.