Plan Group Financial’s Energy Transfer Partners ET Stock Holding History

Plan Group Financial’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	$747K	Sell	38,702 -4,252	-10%	-$77.9K	0.18%	106
2025 Q4	$708K	Sell	42,954 -39,869	-48%	-$664K	0.18%	103
2025 Q3	$1.42M	Sell	82,823 -17,816	-18%	-$312K	0.38%	76
2025 Q2	$1.82M	Sell	100,639 -58,432	-37%	-$1.02M	0.6%	53
2025 Q1	$2.96M	Buy	159,071 +106,921	+205%	+$2.08M	1.06%	25
2024 Q4	$1.02M	Buy	52,150 +7,876	+18%	+$139K	0.54%	42
2024 Q3	$711K	Buy	44,274 +5,424	+14%	+$87.3K	0.38%	58
2024 Q2	$630K	Buy	38,850 +21,999	+131%	+$346K	0.39%	57
2024 Q1	$265K	Buy	+16,851	New	+$245K	0.17%	77
2023 Q3	–	Sell	-30,000	Closed	-$381K	–	81
2023 Q2	$381K	Buy	+30,000	New	+$380K	0.32%	44

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

Plan Group Financial's ET Position: Q1 2026 in Review

Plan Group Financial reduced its Energy Transfer Partners (ET) stake by 9.9% in Q1 2026, selling an estimated $77.9K and leaving 38,702 shares worth $747K. The position accounts for 0.18% of the portfolio, ranked #106.

Plan Group Financial first reported a position in ET in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.96M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Plan Group Financial held 38,702 shares of Energy Transfer Partners worth $747K as of Q1 2026.
Plan Group Financial sold 4,252 Energy Transfer Partners shares in Q1 2026, an estimated $77.9K.
Energy Transfer Partners made up 0.18% of Plan Group Financial's portfolio in Q1 2026, its #106 holding.
Plan Group Financial first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 10 quarters since.
Plan Group Financial's Energy Transfer Partners position peaked at $2.96M in Q1 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.