Wolff Financial Management’s Energy Transfer Partners ET Stock Holding History

Wolff Financial 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 Q2	$253K	Buy	13,258 +20	+0.2%	+$387	0.05%	99
2026 Q1	$255K	Buy	13,238 +22	+0.2%	+$403	0.06%	95
2025 Q4	$218K	Buy	13,216 +23	+0.2%	+$383	0.05%	99
2025 Q3	$226K	Buy	13,193 +22	+0.2%	+$386	0.05%	96
2025 Q2	$239K	Buy	13,171 +21	+0.2%	+$366	0.06%	90
2025 Q1	$244K	Buy	13,150 +18	+0.1%	+$351	0.07%	86
2024 Q4	$257K	Buy	13,132 +20	+0.2%	+$354	0.07%	85
2024 Q3	$210K	Buy	13,112 +22	+0.2%	+$354	0.06%	97
2024 Q2	$212K	Buy	13,090 +21	+0.2%	+$330	0.16%	41
2024 Q1	$206K	Buy	13,069 +22	+0.2%	+$320	0.06%	96
2023 Q4	$180K	Buy	13,047 +23	+0.2%	+$313	0.06%	96
2023 Q3	$183K	Buy	13,024 +1,024	+9%	+$13.6K	0.06%	96
2023 Q2	$152K	Hold	12,000	–	–	0.13%	35
2023 Q1	$150K	Hold	12,000	–	–	0.05%	100
2022 Q4	$142K	Hold	12,000	–	–	0.05%	97
2022 Q3	$132K	Hold	12,000	–	–	0.06%	98
2022 Q2	$120K	Hold	12,000	–	–	0.05%	100
2022 Q1	$134K	Hold	12,000	–	–	0.05%	102
2021 Q4	$99K	Hold	12,000	–	–	0.04%	105
2021 Q3	$115K	Buy	+12,000	New	+$115K	0.1%	39
2021 Q1	$92K	Hold	12,000	–	–	0.04%	95
2020 Q4	$74K	Hold	12,000	–	–	0.04%	87
2020 Q3	$65K	Hold	12,000	–	–	0.04%	82
2020 Q2	$85K	Sell	12,000 -1,500	-11%	-$11.1K	0.05%	81
2020 Q1	$62K	Buy	+13,500	New	+$144K	0.05%	78

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

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

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wolff Financial Management's ET Position: Q2 2026 in Review

Wolff Financial Management increased its Energy Transfer Partners (ET) stake by 0.15% in Q2 2026, buying an estimated $387 and bringing the position to 13,258 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #99.

Wolff Financial Management first reported a position in ET in Q1 2020 and has held it in 25 quarters since. The position peaked at $257K in Q4 2024. 280 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Wolff Financial Management held 13,258 shares of Energy Transfer Partners worth $253K as of Q2 2026.
Wolff Financial Management bought 20 Energy Transfer Partners shares in Q2 2026, an estimated $387.
Energy Transfer Partners made up 0.05% of Wolff Financial Management's portfolio in Q2 2026, its #99 holding.
Wolff Financial Management first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 25 quarters since.
Wolff Financial Management's Energy Transfer Partners position peaked at $257K in Q4 2024.
280 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.