Capital & Planning LLC’s Energy Transfer Partners ET Stock Holding History

Capital & Planning LLC’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	–	Sell	-1,010	Closed	-$19.5K	–	76
2026 Q1	$19.5K	Buy	+1,010	New	+$18.5K	0.01%	78
2025 Q1	–	Sell	-1,010	Closed	-$19.8K	–	79
2024 Q4	$19.8K	Buy	+1,010	New	+$17.9K	0.01%	72

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

Capital & Planning LLC's ET Position: Q2 2026 in Review

Capital & Planning LLC sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 1,010 shares — an estimated $19.5K sold.

Capital & Planning LLC first reported a position in ET in Q4 2024 and held it in 2 quarters. The position peaked at $19.8K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Capital & Planning LLC reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 1,010 Energy Transfer Partners shares in Q2 2026, an estimated $19.5K.
Capital & Planning LLC first reported a position in Energy Transfer Partners in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Energy Transfer Partners position peaked at $19.8K in Q4 2024.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.