Planning Project LLC’s Energy Transfer Partners ET Stock Holding History

Planning Project LLC’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 Q4	$136K	Buy	+8,245	New	+$137K	0.03%	38

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Planning Project LLC's ET Position: Q4 2025 in Review

Planning Project LLC opened a new position in Energy Transfer Partners (ET) in Q4 2025: 8,245 shares worth $136K. The stake represents 0.03% of the portfolio and ranks #38 among its holdings.

1,257 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Planning Project LLC held 8,245 shares of Energy Transfer Partners worth $136K as of Q4 2025.
Energy Transfer Partners was a new Planning Project LLC position in Q4 2025.
Energy Transfer Partners made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #38 holding.
1,257 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.