Creative Planning’s Energy Transfer Partners ET Stock Holding History

Creative 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
2025 Q4	–	Sell	-2,700	Closed	-$2.49K	–	3965
2025 Q3	$2.49K	Buy	+2,700	New	+$47.3K	﹤0.01%	3873
2021 Q3	–	Sell	-130,000	Closed	-$444K	–	2145
2021 Q2	$444K	Buy	+130,000	New	+$1.25M	﹤0.01%	1351
2016 Q3	–	Sell	-4,000	Closed	-$30K	–	4613
2016 Q2	$30K	Buy	+4,000	New	+$47.7K	﹤0.01%	2489

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Creative Planning's ET Position: Q1 2026 in Review

Creative Planning increased its Energy Transfer Partners (ET) stake by 31% in Q1 2026, buying an estimated $5.05M and bringing the position to 1,174,396 shares worth $22.7M. The position accounts for 0.02% of the portfolio, ranked #394.

Creative Planning first reported a position in ET in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.3M in Q1 2019. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Creative Planning held 1,174,396 shares of Energy Transfer Partners worth $22.7M as of Q1 2026.
Creative Planning bought 275,521 Energy Transfer Partners shares in Q1 2026, an estimated $5.05M.
Energy Transfer Partners made up 0.02% of Creative Planning's portfolio in Q1 2026, its #394 holding.
Creative Planning first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Energy Transfer Partners position peaked at $51.3M in Q1 2019.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.