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Pinnacle Wealth Planning Services’s Energy Transfer Partners ET Stock Holding History

Pinnacle Wealth Planning Services’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 		$41M Sell
2,146,965
-927,632
-30% -$18M 3.91% 3
2026
Q1 		$59.3M Sell
3,074,597
-760,993
-20% -$13.9M 6.13% 3
2025
Q4 		$63.2M Sell
3,835,590
-22,200
-0.6% -$370K 6.6% 3
2025
Q3 		$66.2M Sell
3,857,790
-29,425
-0.8% -$516K 7.76% 3
2025
Q2 		$70.5M Buy
3,887,215
+232,550
+6% +$4.06M 9.27% 3
2025
Q1 		$67.9M Sell
3,654,665
-177,592
-5% -$3.46M 10.21% 2
2024
Q4 		$75.1M Sell
3,832,257
-448,738
-10% -$7.95M 11.28% 2
2024
Q3 		$68.7M Sell
4,280,995
-142,442
-3% -$2.29M 9.33% 2
2024
Q2 		$71.7M Buy
4,423,437
+294,169
+7% +$4.62M 10.25% 2
2024
Q1 		$65M Sell
4,129,268
-235,000
-5% -$3.42M 9.52% 2
2023
Q4 		$60.2M Buy
4,364,268
+7,423
+0.2% +$101K 9.46% 2
2023
Q3 		$61.1M Buy
4,356,845
+23,630
+0.5% +$313K 10.08% 2
2023
Q2 		$55M Sell
4,333,215
-8,750
-0.2% -$111K 8.89% 2
2023
Q1 		$54.1M Buy
4,341,965
+227,700
+6% +$2.88M 9% 2
2022
Q4 		$48.8M Sell
4,114,265
-682,380
-14% -$8.19M 8.68% 2
2022
Q3 		$52.9M Buy
4,796,645
+97,890
+2% +$1.09M 9.78% 2
2022
Q2 		$46.9M Buy
4,698,755
+334,027
+8% +$3.74M 8.42% 2
2022
Q1 		$48.8M Sell
4,364,728
-400,000
-8% -$3.97M 8.9% 2
2021
Q4 		$39.2M Buy
4,764,728
+535,911
+13% +$4.87M 7.66% 2
2021
Q3 		$40.5M Buy
4,228,817
+721,519
+21% +$6.93M 8.95% 2
2021
Q2 		$37.3M Hold
3,507,298
– – 8.67% 2
2021
Q1 		$26.9M Buy
3,507,298
+2,200
+0.1% +$16.1K 6.91% 2
2020
Q4 		$21.7M Buy
3,505,098
+998,000
+40% +$6.04M 5.18% 2
2020
Q3 		$13.6M Buy
2,507,098
+525,329
+27% +$3.33M 4.49% 3
2020
Q2 		$14.1M Buy
+1,981,769
New +$14.7M 4.58% 2

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Pinnacle Wealth Planning Services's ET Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Energy Transfer Partners (ET) stake by 30% in Q2 2026, selling an estimated $18M and leaving 2,146,965 shares worth $41M. The position accounts for 3.91% of the portfolio, ranked #3.

Pinnacle Wealth Planning Services first reported a position in ET in Q2 2020 and has held it in 25 quarters since. The position peaked at $75.1M in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,146,965 shares of Energy Transfer Partners worth $41M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 927,632 Energy Transfer Partners shares in Q2 2026, an estimated $18M.
  • Energy Transfer Partners made up 3.91% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #3 holding.
  • Pinnacle Wealth Planning Services first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Energy Transfer Partners position peaked at $75.1M in Q4 2024.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.