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 Q3	$546K	Sell	27,940 -4,072	-13%	-$84K	0.11%	110
2026 Q2	$612K	Sell	32,012 -6,690	-17%	-$130K	0.13%	115
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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Plan Group Financial's ET Position: Q3 2026 in Review

Plan Group Financial reduced its Energy Transfer Partners (ET) stake by 13% in Q3 2026, selling an estimated $84K and leaving 27,940 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #110.

Plan Group Financial first reported a position in ET in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.96M in Q1 2025. 410 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Plan Group Financial held 27,940 shares of Energy Transfer Partners worth $546K as of Q3 2026.
Plan Group Financial sold 4,072 Energy Transfer Partners shares in Q3 2026, an estimated $84K.
Energy Transfer Partners made up 0.11% of Plan Group Financial's portfolio in Q3 2026, its #110 holding.
Plan Group Financial first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's Energy Transfer Partners position peaked at $2.96M in Q1 2025.
410 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.