Financial Life Planners’s Energy Transfer Partners ET Stock Holding History

Financial Life Planners’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	$40.3K	Buy	2,109 +35	+2%	+$678	0.03%	138
2026 Q1	$40K	Buy	+2,074	New	+$38K	0.03%	134
2025 Q4	–	Sell	-1,999	Closed	-$34.3K	–	146
2025 Q3	$34.3K	Buy	+1,999	New	+$35K	0.02%	156
2025 Q1	–	Sell	-1,896	Closed	-$37.2K	–	184
2024 Q4	$37.2K	Buy	+1,896	New	+$33.6K	0.03%	144

Other funds holding ET

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Financial Life Planners's ET Position: Q2 2026 in Review

Financial Life Planners increased its Energy Transfer Partners (ET) stake by 1.7% in Q2 2026, buying an estimated $678 and bringing the position to 2,109 shares worth $40.3K. The position accounts for 0.03% of the portfolio, ranked #138.

Financial Life Planners first reported a position in ET in Q4 2024 and has held it in 4 quarters since. 594 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Financial Life Planners held 2,109 shares of Energy Transfer Partners worth $40.3K as of Q2 2026.
Financial Life Planners bought 35 Energy Transfer Partners shares in Q2 2026, an estimated $678.
Energy Transfer Partners made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #138 holding.
Financial Life Planners first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 4 quarters since.
594 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.