BWM Planning’s Energy Transfer Partners ET Stock Holding History

BWM Planning’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 Q1	$257K	Buy	13,315 +223	+2%	+$4.08K	0.07%	77
2025 Q4	$216K	Buy	13,092 +246	+2%	+$4.09K	0.06%	87
2025 Q3	$220K	Buy	12,846 +234	+2%	+$4.1K	0.07%	85
2025 Q2	$229K	Buy	+12,612	New	+$220K	0.08%	78

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

BWM Planning's ET Position: Q1 2026 in Review

BWM Planning increased its Energy Transfer Partners (ET) stake by 1.7% in Q1 2026, buying an estimated $4.08K and bringing the position to 13,315 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #77.

BWM Planning first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

BWM Planning held 13,315 shares of Energy Transfer Partners worth $257K as of Q1 2026.
BWM Planning bought 223 Energy Transfer Partners shares in Q1 2026, an estimated $4.08K.
Energy Transfer Partners made up 0.07% of BWM Planning's portfolio in Q1 2026, its #77 holding.
BWM Planning first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.