Center for Financial Planning’s Energy Transfer Partners ET Stock Holding History

Center for Financial 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	–	Sell	-5	Closed	-$83	–	682
2025 Q4	$83	Buy	+5	New	+$83	﹤0.01%	685
2024 Q2	–	Sell	-384	Closed	-$6.04K	–	597
2024 Q1	$6.04K	Buy	+384	New	+$5.59K	﹤0.01%	458
2020 Q3	–	Sell	-529	Closed	-$4K	–	455
2020 Q2	$4K	Hold	529	–	–	﹤0.01%	377
2020 Q1	$2K	Hold	529	–	–	﹤0.01%	490
2019 Q4	$7K	Buy	+529	New	+$6.52K	﹤0.01%	336

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Center for Financial Planning's ET Position: Q1 2026 in Review

Center for Financial Planning sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 5 shares — an estimated $83 sold.

Center for Financial Planning first reported a position in ET in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 1,301 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Center for Financial Planning reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 5 Energy Transfer Partners shares in Q1 2026, an estimated $83.
Center for Financial Planning first reported a position in Energy Transfer Partners in Q4 2019 and held it in 5 quarters.
Center for Financial Planning's Energy Transfer Partners position peaked at $7K in Q4 2019.
1,301 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.