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Peak Planning Group’s Energy Transfer Partners ET Stock Holding History

Peak Planning Group’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
2025
Q2 		– Sell
-12,816
Closed -$238K – 101
2025
Q1 		$238K Buy
12,816
+1,344
+12% +$26.2K 0.1% 109
2024
Q4 		$225K Buy
+11,472
New +$203K 0.09% 109

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Planning Group's ET Position: Q2 2025 in Review

Peak Planning Group sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 12,816 shares — an estimated $238K sold.

Peak Planning Group first reported a position in ET in Q4 2024 and held it in 2 quarters. The position peaked at $238K in Q1 2025. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • Peak Planning Group reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
  • Peak Planning Group sold 12,816 Energy Transfer Partners shares in Q2 2025, an estimated $238K.
  • Peak Planning Group first reported a position in Energy Transfer Partners in Q4 2024 and held it in 2 quarters.
  • Peak Planning Group's Energy Transfer Partners position peaked at $238K in Q1 2025.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.