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 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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $6.22B AUM 18.97% 1-Year Est. Return

Holistic Planning's ET Position: Q1 2026 in Review

Holistic Planning held its Energy Transfer Partners (ET) position steady in Q1 2026 at 18,014 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #224.

Holistic Planning first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Holistic Planning held 18,014 shares of Energy Transfer Partners worth $348K as of Q1 2026.
Holistic Planning left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #224 holding.
Holistic Planning first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.