Mark Sheptoff Financial Planning’s Energy Transfer Partners ET Stock Holding History

Mark Sheptoff 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 Q1	$332K	Hold	16,260	–	–	0.18%	71
2025 Q4	$268K	Buy	16,260 +800	+5%	+$13.3K	0.13%	93
2025 Q3	$265K	Hold	15,460	–	–	0.13%	94
2025 Q2	$280K	Buy	15,460 +2,500	+19%	+$43.6K	0.15%	82
2025 Q1	$241K	Buy	12,960 +500	+4%	+$9.74K	0.13%	82
2024 Q4	$244K	Buy	12,460 +300	+2%	+$5.31K	0.13%	83
2024 Q3	$195K	Hold	12,160	–	–	0.1%	92
2024 Q2	$197K	Hold	12,160	–	–	0.11%	93
2024 Q1	$191K	Buy	12,160 +11,200	+1,167%	+$163K	0.11%	100
2023 Q4	$13.2K	Hold	960	–	–	0.01%	263
2023 Q3	$13.5K	Hold	960	–	–	0.01%	246
2023 Q2	$12.2K	Hold	960	–	–	0.01%	261
2023 Q1	$12K	Hold	960	–	–	0.01%	254
2022 Q4	$11.4K	Hold	960	–	–	0.01%	260
2022 Q3	$11K	Hold	960	–	–	0.01%	245
2022 Q2	$10K	Hold	960	–	–	0.01%	258
2022 Q1	$11K	Hold	960	–	–	0.01%	290
2021 Q4	$8K	Buy	+960	New	+$8.72K	﹤0.01%	335
2021 Q3	–	Sell	-33,000	Closed	-$351K	–	398
2021 Q2	$351K	Buy	+33,000	New	+$316K	0.19%	75
2019 Q3	–	Sell	-6,813	Closed	-$96K	–	365
2019 Q2	$96K	Buy	6,813 +29	+0.4%	+$429	0.07%	121
2019 Q1	$104K	Sell	6,784 -72	-1%	-$1.07K	0.07%	114
2018 Q4	$91K	Buy	+6,856	New	+$104K	0.08%	105

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

Mark Sheptoff Financial Planning's ET Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Energy Transfer Partners (ET) position steady in Q1 2026 at 16,260 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #71.

Mark Sheptoff Financial Planning first reported a position in ET in Q4 2018 and has held it in 22 quarters since. The position peaked at $351K in Q2 2021. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Mark Sheptoff Financial Planning held 16,260 shares of Energy Transfer Partners worth $332K as of Q1 2026.
Mark Sheptoff Financial Planning left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.18% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #71 holding.
Mark Sheptoff Financial Planning first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 22 quarters since.
Mark Sheptoff Financial Planning's Energy Transfer Partners position peaked at $351K in Q2 2021.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.