Mallini Complete Financial Planning’s Energy Transfer Partners ET Stock Holding History

Mallini Complete Financial 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	$701K	Buy	36,655 +105	+0.3%	+$2.03K	0.5%	17
2026 Q1	$705K	Buy	36,550 +108	+0.3%	+$1.98K	0.56%	14
2025 Q4	$601K	Buy	36,442 +118	+0.3%	+$1.96K	0.48%	17
2025 Q3	$623K	Buy	36,324 +1,113	+3%	+$19.5K	0.51%	17
2025 Q2	$638K	Sell	35,211 -1,137	-3%	-$19.8K	0.81%	15
2025 Q1	$676K	Buy	36,348 +282	+0.8%	+$5.49K	0.65%	13
2024 Q4	$707K	Buy	+36,066	New	+$639K	0.67%	14

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 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

Mallini Complete Financial Planning's ET Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Energy Transfer Partners (ET) stake by 0.29% in Q2 2026, buying an estimated $2.03K and bringing the position to 36,655 shares worth $701K. The position accounts for 0.5% of the portfolio, ranked #17.

Mallini Complete Financial Planning first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $707K in Q4 2024. 715 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Mallini Complete Financial Planning held 36,655 shares of Energy Transfer Partners worth $701K as of Q2 2026.
Mallini Complete Financial Planning bought 105 Energy Transfer Partners shares in Q2 2026, an estimated $2.03K.
Energy Transfer Partners made up 0.5% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #17 holding.
Mallini Complete Financial Planning first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's Energy Transfer Partners position peaked at $707K in Q4 2024.
715 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.