PPL
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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
2026
Q2 		$238K Buy
+11,059
New +$214K 0.05% 25
2025
Q4 		$136K Buy
+8,245
New +$137K 0.03% 38

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 $39B AUM 18.55% 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

Planning Project LLC's ET Position: Q2 2026 in Review

Planning Project LLC opened a new position in Energy Transfer Partners (ET) in Q2 2026: 11,059 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #25 among its holdings. This is a return to the name: Planning Project LLC previously reported a position in ET as recently as Q4 2025.

Planning Project LLC first reported a position in ET in Q4 2025 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Planning Project LLC held 11,059 shares of Energy Transfer Partners worth $238K as of Q2 2026.
  • Energy Transfer Partners was a new Planning Project LLC position in Q2 2026.
  • Energy Transfer Partners made up 0.05% of Planning Project LLC's portfolio in Q2 2026, its #25 holding.
  • Planning Project LLC first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 2 quarters since.
  • 1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.