Walled Lake Planning & Wealth Management’s Energy Transfer Partners ET Stock Holding History

Walled Lake Planning & Wealth Management’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	$542K	Buy	28,340 +74	+0.3%	+$1.43K	0.14%	72
2026 Q1	$546K	Buy	28,266 +77	+0.3%	+$1.41K	0.16%	71
2025 Q4	$465K	Buy	28,189 +84	+0.3%	+$1.4K	0.15%	77
2025 Q3	$482K	Buy	28,105 +80	+0.3%	+$1.4K	0.16%	76
2025 Q2	$508K	Buy	28,025 +6,226	+29%	+$109K	0.17%	68
2025 Q1	$405K	Buy	21,799 +65	+0.3%	+$1.27K	0.14%	82
2024 Q4	$426K	Sell	21,734 -2,430	-10%	-$43K	0.16%	77
2024 Q3	$388K	Sell	24,164 -217	-0.9%	-$3.49K	0.15%	83
2024 Q2	$395K	Buy	24,381 +4,448	+22%	+$69.9K	0.16%	72
2024 Q1	$314K	Buy	19,933 +307	+2%	+$4.47K	0.13%	82
2023 Q4	$271K	Buy	19,626 +3,650	+23%	+$49.6K	0.13%	85
2023 Q3	$224K	Hold	15,976	–	–	0.11%	87
2023 Q2	$203K	Buy	+15,976	New	+$202K	0.1%	91
2020 Q1	–	Sell	-6,230	Closed	-$80K	–	334
2019 Q4	$80K	Buy	+6,230	New	+$76.8K	0.06%	98

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

Walled Lake Planning & Wealth Management's ET Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Energy Transfer Partners (ET) stake by 0.26% in Q2 2026, buying an estimated $1.43K and bringing the position to 28,340 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #72.

Walled Lake Planning & Wealth Management first reported a position in ET in Q4 2019 and has held it in 14 quarters since. The position peaked at $546K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Walled Lake Planning & Wealth Management held 28,340 shares of Energy Transfer Partners worth $542K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 74 Energy Transfer Partners shares in Q2 2026, an estimated $1.43K.
Energy Transfer Partners made up 0.14% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #72 holding.
Walled Lake Planning & Wealth Management first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 14 quarters since.
Walled Lake Planning & Wealth Management's Energy Transfer Partners position peaked at $546K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.