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 $1.96T AUM 27.49% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Creative Planning's ET Position: Q3 2026 in Review

Creative Planning increased its Energy Transfer Partners (ET) stake by 4.7% in Q3 2026, buying an estimated $937K and bringing the position to 1,017,238 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #555.

Creative Planning first reported a position in ET in Q2 2013 and has held it in 54 quarters since. The position peaked at $51.3M in Q1 2019. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Creative Planning held 1,017,238 shares of Energy Transfer Partners worth $20.1M as of Q3 2026.
Creative Planning bought 45,434 Energy Transfer Partners shares in Q3 2026, an estimated $937K.
Energy Transfer Partners made up 0.01% of Creative Planning's portfolio in Q3 2026, its #555 holding.
Creative Planning first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 54 quarters since.
Creative Planning's Energy Transfer Partners position peaked at $51.3M in Q1 2019.
1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.