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 Q2	$808K	Buy	42,266 +18,656	+79%	+$361K	0.05%	188
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

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

PDS Planning's ET Position: Q2 2026 in Review

PDS Planning increased its Energy Transfer Partners (ET) stake by 79% in Q2 2026, buying an estimated $361K and bringing the position to 42,266 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #188.

PDS Planning first reported a position in ET in Q3 2024 and has held it in 8 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

PDS Planning held 42,266 shares of Energy Transfer Partners worth $808K as of Q2 2026.
PDS Planning bought 18,656 Energy Transfer Partners shares in Q2 2026, an estimated $361K.
Energy Transfer Partners made up 0.05% of PDS Planning's portfolio in Q2 2026, its #188 holding.
PDS Planning first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 8 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.