Planning Strategies Inc.’s Energy Transfer Partners ET Stock Holding History

Planning Strategies Inc.’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	$74.2K	Buy	+3,880	New	+$75.1K	0.05%	129

Other funds holding ET

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Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Planning Strategies Inc.'s ET Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Energy Transfer Partners (ET) in Q2 2026: 3,880 shares worth $74.2K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

499 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Planning Strategies Inc. held 3,880 shares of Energy Transfer Partners worth $74.2K as of Q2 2026.
Energy Transfer Partners was a new Planning Strategies Inc. position in Q2 2026.
Energy Transfer Partners made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #129 holding.
499 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.