PDS Planning’s Energy Transfer Partners ET Stock Holding History

PDS 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	$456K	Buy	23,610 +870	+4%	+$15.9K	0.03%	286
2025 Q4	$375K	Buy	22,740 +7	+0%	+$117	0.03%	319
2025 Q3	$390K	Buy	22,733 +6	+0%	+$105	0.03%	301
2025 Q2	$412K	Buy	22,727 +659	+3%	+$11.5K	0.03%	277
2025 Q1	$410K	Buy	22,068 +5	+0%	+$97	0.03%	250
2024 Q4	$432K	Sell	22,063 -1,799	-8%	-$31.9K	0.04%	215
2024 Q3	$383K	Buy	+23,862	New	+$384K	0.03%	240

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

PDS Planning's ET Position: Q1 2026 in Review

PDS Planning increased its Energy Transfer Partners (ET) stake by 3.8% in Q1 2026, buying an estimated $15.9K and bringing the position to 23,610 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #286.

PDS Planning first reported a position in ET in Q3 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

PDS Planning held 23,610 shares of Energy Transfer Partners worth $456K as of Q1 2026.
PDS Planning bought 870 Energy Transfer Partners shares in Q1 2026, an estimated $15.9K.
Energy Transfer Partners made up 0.03% of PDS Planning's portfolio in Q1 2026, its #286 holding.
PDS Planning first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 7 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.