WWM
ET icon

Whalen Wealth Management’s Energy Transfer Partners ET Stock Holding History

Whalen Wealth Management’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 		$599K Buy
30,314
+2,600
+9% +$53.6K 0.26% 93
2026
Q2 		$530K Buy
+27,714
New +$537K 0.24% 104

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
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
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Whalen Wealth Management's ET Position: Q3 2026 in Review

Whalen Wealth Management increased its Energy Transfer Partners (ET) stake by 9.4% in Q3 2026, buying an estimated $53.6K and bringing the position to 30,314 shares worth $599K. The position accounts for 0.26% of the portfolio, ranked #93.

Whalen Wealth Management first reported a position in ET in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Whalen Wealth Management held 30,314 shares of Energy Transfer Partners worth $599K as of Q3 2026.
  • Whalen Wealth Management bought 2,600 Energy Transfer Partners shares in Q3 2026, an estimated $53.6K.
  • Energy Transfer Partners made up 0.26% of Whalen Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Whalen Wealth Management first reported a position in Energy Transfer Partners in Q2 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.