Financial Plan Inc’s Energy Transfer Partners ET Stock Holding History

Financial Plan Inc’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 Q1	–	Sell	-15,000	Closed	-$247K	–	98
2025 Q4	$247K	Buy	+15,000	New	+$250K	0.03%	80

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

Financial Plan Inc's ET Position: Q1 2026 in Review

Financial Plan Inc sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 15,000 shares — an estimated $247K sold.

Financial Plan Inc first reported a position in ET in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Financial Plan Inc reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Financial Plan Inc sold 15,000 Energy Transfer Partners shares in Q1 2026, an estimated $247K.
Financial Plan Inc first reported a position in Energy Transfer Partners in Q4 2025 and held it in 1 quarter.
Financial Plan Inc's Energy Transfer Partners position peaked at $247K in Q4 2025.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.