BFC Planning, Inc.’s Energy Transfer Partners ET Stock Holding History

BFC Planning, 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 Q2	$1.3M	Sell	68,018 -7,800	-10%	-$151K	0.05%	335
2026 Q1	$1.46M	Sell	75,818 -429	-0.6%	-$7.86K	0.07%	285
2025 Q4	$1.26M	Buy	76,247 +25,057	+49%	+$417K	0.06%	311
2025 Q3	$878K	Buy	51,190 +14,840	+41%	+$260K	0.06%	256
2025 Q2	$659K	Buy	36,350 +304	+0.8%	+$5.3K	0.05%	301
2025 Q1	$670K	Buy	36,046 +3,532	+11%	+$68.8K	0.06%	273
2024 Q4	$637K	Buy	+32,514	New	+$576K	0.05%	282

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

Tortoise Capital Advisors Overland Park, Kansas $9.8B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 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

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

BFC Planning, Inc.'s ET Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Energy Transfer Partners (ET) stake by 10% in Q2 2026, selling an estimated $151K and leaving 68,018 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #335.

BFC Planning, Inc. first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 1,309 funds tracked by Wall St. Rank hold ET as of Q2 2026.

BFC Planning, Inc. held 68,018 shares of Energy Transfer Partners worth $1.3M as of Q2 2026.
BFC Planning, Inc. sold 7,800 Energy Transfer Partners shares in Q2 2026, an estimated $151K.
Energy Transfer Partners made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #335 holding.
BFC Planning, Inc. first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Energy Transfer Partners position peaked at $1.46M in Q1 2026.
1,309 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.