Next Level Wealth Planning’s Energy Transfer Partners ET Stock Holding History

Next Level Wealth 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	$238K	Sell	12,423 -2,000	-14%	-$38.7K	0.1%	71
2026 Q1	$278K	Sell	14,423 -537	-4%	-$9.83K	0.14%	53
2025 Q4	$247K	Hold	14,960	–	–	0.13%	54
2025 Q3	$257K	Buy	14,960 +173	+1%	+$3.03K	0.14%	50
2025 Q2	$268K	Hold	14,787	–	–	0.17%	44
2025 Q1	$275K	Sell	14,787 -500	-3%	-$9.74K	0.21%	37
2024 Q4	$299K	Buy	+15,287	New	+$271K	0.24%	33

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

Next Level Wealth Planning's ET Position: Q2 2026 in Review

Next Level Wealth Planning reduced its Energy Transfer Partners (ET) stake by 14% in Q2 2026, selling an estimated $38.7K and leaving 12,423 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #71.

Next Level Wealth Planning first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Next Level Wealth Planning held 12,423 shares of Energy Transfer Partners worth $238K as of Q2 2026.
Next Level Wealth Planning sold 2,000 Energy Transfer Partners shares in Q2 2026, an estimated $38.7K.
Energy Transfer Partners made up 0.1% of Next Level Wealth Planning's portfolio in Q2 2026, its #71 holding.
Next Level Wealth Planning first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Next Level Wealth Planning's Energy Transfer Partners position peaked at $299K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.