PF
ET icon

PlanVest Financial’s Energy Transfer Partners ET Stock Holding History

PlanVest 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 		$593 Hold
31
– – ﹤0.01% 559
2026
Q1 		$598 Buy
+31
New +$568 ﹤0.01% 531

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 $32.9B AUM 23.66% 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

PlanVest Financial's ET Position: Q2 2026 in Review

PlanVest Financial held its Energy Transfer Partners (ET) position steady in Q2 2026 at 31 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #559.

PlanVest Financial first reported a position in ET in Q1 2026 and has held it in 2 quarters since. The position peaked at $598 in Q1 2026. 1,236 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • PlanVest Financial held 31 shares of Energy Transfer Partners worth $593 as of Q2 2026.
  • PlanVest Financial left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #559 holding.
  • PlanVest Financial first reported a position in Energy Transfer Partners in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Energy Transfer Partners position peaked at $598 in Q1 2026.
  • 1,236 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.