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Plante Moran Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Plante Moran Financial Advisors’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 		$150K Buy
7,829
+3,659
+88% +$70.9K 0.01% 198
2026
Q1 		$80.5K Hold
4,170
– – 0.01% 255
2025
Q4 		$68.8K Hold
4,170
– – ﹤0.01% 282
2025
Q3 		$71.6K Hold
4,170
– – ﹤0.01% 288
2025
Q2 		$75.6K Sell
4,170
-500
-11% -$8.72K 0.01% 280
2025
Q1 		$86.8K Buy
4,670
+500
+12% +$9.74K 0.01% 264
2024
Q4 		$81.7K Hold
4,170
– – 0.01% 285
2024
Q3 		$66.9K Sell
4,170
-144
-3% -$2.32K 0.01% 347
2024
Q2 		$70K Buy
4,314
+144
+3% +$2.26K 0.01% 290
2024
Q1 		$65.6K Hold
4,170
– – 0.01% 302
2023
Q4 		$57.5K Hold
4,170
– – 0.01% 303
2023
Q3 		$58.5K Hold
4,170
– – 0.01% 274
2023
Q2 		$53K Hold
4,170
– – 0.01% 293
2023
Q1 		$52K Hold
4,170
– – 0.01% 290
2022
Q4 		$49.5K Hold
4,170
– – 0.01% 307
2022
Q3 		$46K Hold
4,170
– – 0.01% 322
2022
Q2 		$42K Hold
4,170
– – 0.01% 336
2022
Q1 		$47K Hold
4,170
– – 0.01% 344
2021
Q4 		$34K Hold
4,170
– – 0.01% 434
2021
Q3 		$40K Hold
4,170
– – 0.01% 421
2021
Q2 		$44K Hold
4,170
– – 0.01% 402
2021
Q1 		$32K Hold
4,170
– – 0.01% 447
2020
Q4 		$26K Hold
4,170
– – 0.01% 471
2020
Q3 		$23K Hold
4,170
– – 0.01% 469
2020
Q2 		$30K Hold
4,170
– – 0.01% 363
2020
Q1 		$19K Buy
4,170
+3,023
+264% +$32.2K 0.01% 393
2019
Q4 		$15K Hold
1,147
– – 0.01% 500
2019
Q3 		$15K Hold
1,147
– – ﹤0.01% 540
2019
Q2 		$16K Sell
1,147
-1,300
-53% -$19.2K ﹤0.01% 502
2019
Q1 		$38K Buy
2,447
+1,300
+113% +$19.3K 0.01% 386
2018
Q4 		$15K Buy
+1,147
New +$17.4K 0.01% 454
2018
Q2 		– Sell
-4,800
Closed -$68K – 861
2018
Q1 		$68K Hold
4,800
– – 0.04% 292
2017
Q4 		$83K Hold
4,800
– – 0.05% 257
2017
Q3 		$83K Hold
4,800
– – 0.05% 232
2017
Q2 		$86K Hold
4,800
– – 0.05% 224
2017
Q1 		$95K Sell
4,800
-1,857
-28% -$35K 0.06% 211
2016
Q4 		$129K Hold
6,657
– – 0.08% 185
2016
Q3 		$112K Hold
6,657
– – 0.08% 190
2016
Q2 		$96K Hold
6,657
– – 0.07% 191
2016
Q1 		$47K Sell
6,657
-3,200
-32% -$25.1K 0.04% 275
2015
Q4 		$135K Buy
9,857
+2,897
+42% +$54.1K 0.1% 150
2015
Q3 		$145K Sell
6,960
-6,366
-48% -$180K 0.11% 140
2015
Q2 		$428K Buy
13,326
+12,226
+1,111% +$410K 0.31% 66
2015
Q1 		$35K Buy
+1,100
New +$32.6K 0.02% 331

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Plante Moran Financial Advisors's ET Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Energy Transfer Partners (ET) stake by 88% in Q2 2026, buying an estimated $70.9K and bringing the position to 7,829 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #198.

Plante Moran Financial Advisors first reported a position in ET in Q1 2015 and has held it in 44 quarters since. The position peaked at $428K in Q2 2015. 814 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Plante Moran Financial Advisors held 7,829 shares of Energy Transfer Partners worth $150K as of Q2 2026.
  • Plante Moran Financial Advisors bought 3,659 Energy Transfer Partners shares in Q2 2026, an estimated $70.9K.
  • Energy Transfer Partners made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • Plante Moran Financial Advisors first reported a position in Energy Transfer Partners in Q1 2015 and has held it in 44 quarters since.
  • Plante Moran Financial Advisors's Energy Transfer Partners position peaked at $428K in Q2 2015.
  • 814 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.