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

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

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. 1,303 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.
1,303 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.