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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Creative Planning's ET Position: Q2 2026 in Review

Creative Planning reduced its Energy Transfer Partners (ET) stake by 17% in Q2 2026, selling an estimated $3.92M and leaving 971,804 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #536.

Creative Planning first reported a position in ET in Q2 2013 and has held it in 53 quarters since. The position peaked at $51.3M in Q1 2019. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Creative Planning held 971,804 shares of Energy Transfer Partners worth $18.6M as of Q2 2026.
Creative Planning sold 202,592 Energy Transfer Partners shares in Q2 2026, an estimated $3.92M.
Energy Transfer Partners made up 0.01% of Creative Planning's portfolio in Q2 2026, its #536 holding.
Creative Planning first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Energy Transfer Partners position peaked at $51.3M in Q1 2019.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.