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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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: Q1 2026 in Review

Capital & Planning LLC opened a new position in Energy Transfer Partners (ET) in Q1 2026: 1,010 shares worth $19.5K. The stake represents 0.01% of the portfolio and ranks #78 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in ET as recently as Q4 2024.

Capital & Planning LLC first reported a position in ET in Q4 2024 and has held it in 2 quarters since. The position peaked at $19.8K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Capital & Planning LLC held 1,010 shares of Energy Transfer Partners worth $19.5K as of Q1 2026.
  • Energy Transfer Partners was a new Capital & Planning LLC position in Q1 2026.
  • Energy Transfer Partners made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #78 holding.
  • Capital & Planning LLC first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Energy Transfer Partners position peaked at $19.8K in Q4 2024.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.