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 Q2	$259K	Buy	13,531 +216	+2%	+$4.18K	0.06%	88
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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

BWM Planning's ET Position: Q2 2026 in Review

BWM Planning increased its Energy Transfer Partners (ET) stake by 1.6% in Q2 2026, buying an estimated $4.18K and bringing the position to 13,531 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #88.

BWM Planning first reported a position in ET in Q2 2025 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

BWM Planning held 13,531 shares of Energy Transfer Partners worth $259K as of Q2 2026.
BWM Planning bought 216 Energy Transfer Partners shares in Q2 2026, an estimated $4.18K.
Energy Transfer Partners made up 0.06% of BWM Planning's portfolio in Q2 2026, its #88 holding.
BWM Planning first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.