Holistic Planning’s Energy Transfer Partners ET Stock Holding History

Holistic 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
2026 Q2	$345K	Buy	18,035 +21	+0.1%	+$407	0.05%	257
2026 Q1	$348K	Hold	18,014	–	–	0.07%	224
2025 Q4	$297K	Sell	18,014 -104	-0.6%	-$1.73K	0.06%	220
2025 Q3	$311K	Buy	18,118 +7,515	+71%	+$132K	0.08%	180
2025 Q2	$192K	Buy	+10,603	New	+$185K	0.06%	216

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

Holistic Planning's ET Position: Q2 2026 in Review

Holistic Planning increased its Energy Transfer Partners (ET) stake by 0.12% in Q2 2026, buying an estimated $407 and bringing the position to 18,035 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #257.

Holistic Planning first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $348K in Q1 2026. 1,296 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Holistic Planning held 18,035 shares of Energy Transfer Partners worth $345K as of Q2 2026.
Holistic Planning bought 21 Energy Transfer Partners shares in Q2 2026, an estimated $407.
Energy Transfer Partners made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #257 holding.
Holistic Planning first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
Holistic Planning's Energy Transfer Partners position peaked at $348K in Q1 2026.
1,296 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.