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

Xcel 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	$1.18M	Buy	59,935 +1,250	+2%	+$25.8K	0.29%	66
2026 Q2	$1.12M	Sell	58,685 -300	-0.5%	-$5.81K	0.27%	69
2026 Q1	$1.14M	Buy	+58,985	New	+$1.08M	0.31%	64
2025 Q4	–	Sell	-19,150	Closed	-$329K	–	145
2025 Q3	$329K	Buy	19,150 +1,000	+6%	+$17.5K	0.09%	120
2025 Q2	$329K	Buy	18,150 +4,250	+31%	+$74.2K	0.09%	110
2025 Q1	$258K	Buy	+13,900	New	+$271K	0.08%	121

Other funds holding ET

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

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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

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

Xcel Wealth Management increased its Energy Transfer Partners (ET) stake by 2.1% in Q3 2026, buying an estimated $25.8K and bringing the position to 59,935 shares worth $1.18M. The position accounts for 0.29% of the portfolio, ranked #66.

Xcel Wealth Management first reported a position in ET in Q1 2025 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Xcel Wealth Management held 59,935 shares of Energy Transfer Partners worth $1.18M as of Q3 2026.
Xcel Wealth Management bought 1,250 Energy Transfer Partners shares in Q3 2026, an estimated $25.8K.
Energy Transfer Partners made up 0.29% of Xcel Wealth Management's portfolio in Q3 2026, its #66 holding.
Xcel Wealth Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 6 quarters since.
439 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.