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 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

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

Plan Group Financial's ET Position: Q2 2026 in Review

Plan Group Financial reduced its Energy Transfer Partners (ET) stake by 17% in Q2 2026, selling an estimated $130K and leaving 32,012 shares worth $612K. The position accounts for 0.13% of the portfolio, ranked #115.

Plan Group Financial first reported a position in ET in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.96M in Q1 2025. 1,298 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Plan Group Financial held 32,012 shares of Energy Transfer Partners worth $612K as of Q2 2026.
Plan Group Financial sold 6,690 Energy Transfer Partners shares in Q2 2026, an estimated $130K.
Energy Transfer Partners made up 0.13% of Plan Group Financial's portfolio in Q2 2026, its #115 holding.
Plan Group Financial first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 11 quarters since.
Plan Group Financial's Energy Transfer Partners position peaked at $2.96M in Q1 2025.
1,298 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.