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

WT 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	$308K	Buy	15,588 +2,552	+20%	+$52.6K	0.09%	117
2026 Q2	$249K	Buy	13,036 +218	+2%	+$4.22K	0.07%	123
2026 Q1	$247K	Sell	12,818 -702	-5%	-$12.9K	0.07%	118
2025 Q4	$223K	Sell	13,520 -26,449	-66%	-$440K	0.06%	123
2025 Q3	$686K	Sell	39,969 -5,625	-12%	-$98.6K	0.2%	80
2025 Q2	$827K	Buy	45,594 +3,704	+9%	+$64.6K	0.24%	71
2025 Q1	$779K	Buy	41,890 +2,967	+8%	+$57.8K	0.25%	68
2024 Q4	$762K	Buy	38,923 +3,151	+9%	+$55.8K	0.24%	75
2024 Q3	$587K	Sell	35,772 -8	-0%	-$129	0.19%	80
2024 Q2	$580K	Buy	35,780 +15,667	+78%	+$246K	0.2%	81
2024 Q1	$316K	Hold	20,113	–	–	0.11%	91
2023 Q4	$278K	Hold	20,113	–	–	0.11%	93
2023 Q3	$282K	Buy	+20,113	New	+$267K	0.12%	92

Other funds holding ET

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

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

WT Wealth Management increased its Energy Transfer Partners (ET) stake by 20% in Q3 2026, buying an estimated $52.6K and bringing the position to 15,588 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #117.

WT Wealth Management first reported a position in ET in Q3 2023 and has held it in 13 quarters since. The position peaked at $827K in Q2 2025. 397 funds tracked by Wall St. Rank hold ET as of Q3 2026.

WT Wealth Management held 15,588 shares of Energy Transfer Partners worth $308K as of Q3 2026.
WT Wealth Management bought 2,552 Energy Transfer Partners shares in Q3 2026, an estimated $52.6K.
Energy Transfer Partners made up 0.09% of WT Wealth Management's portfolio in Q3 2026, its #117 holding.
WT Wealth Management first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 13 quarters since.
WT Wealth Management's Energy Transfer Partners position peaked at $827K in Q2 2025.
397 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

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