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Comprehensive Financial Planning’s Energy Transfer Partners ET Stock Holding History

Comprehensive 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
Q2 		$24.3K Buy
1,271
+21
+2% +$407 0.01% 230
2026
Q1 		$24.1K Buy
+1,250
New +$22.9K 0.02% 201
2025
Q1 		– Sell
-1,132
Closed -$22.2K – 342
2024
Q4 		$22.2K Buy
+1,132
New +$20K 0.02% 201

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Comprehensive Financial Planning's ET Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Energy Transfer Partners (ET) stake by 1.7% in Q2 2026, buying an estimated $407 and bringing the position to 1,271 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Comprehensive Financial Planning first reported a position in ET in Q4 2024 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Comprehensive Financial Planning held 1,271 shares of Energy Transfer Partners worth $24.3K as of Q2 2026.
  • Comprehensive Financial Planning bought 21 Energy Transfer Partners shares in Q2 2026, an estimated $407.
  • Energy Transfer Partners made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #230 holding.
  • Comprehensive Financial Planning first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.