Pinnacle Wealth Planning Services, Inc. / ET
Pinnacle Wealth Planning Services, Inc.’s Energy Transfer L P Position
Does Pinnacle Wealth Planning Services, Inc. own Energy Transfer L P (ET)? Yes — 3.07M shares worth $59M (+6.13% of its 13F portfolio) as of Q1 2026, down from 3.84M shares the prior filed quarter.
Position Value
$59M
Q1 2026
Shares
3.07M
% of Portfolio
+6.13%
Quarters Held
24
currently held
Position History ET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.07M | $59M | +6.13% |
| Q4 2025 | 3.84M | $63M | +6.60% |
| Q3 2025 | 3.86M | $66M | +7.76% |
| Q2 2025 | 3.89M | $70M | +9.27% |
| Q1 2025 | 3.65M | $68M | +10.21% |
| Q4 2024 | 3.83M | $75M | +11.28% |
| Q3 2024 | 4.28M | $69M | +9.33% |
| Q2 2024 | 4.42M | $72M | +10.25% |
| Q1 2024 | 4.13M | $65M | +9.52% |
| Q4 2023 | 4.36M | $60M | +9.46% |
| Q3 2023 | 4.36M | $61M | +10.08% |
| Q2 2023 | 4.33M | $55M | +8.89% |
| Q1 2023 | 4.34M | $54M | +9.00% |
| Q4 2022 | 4.11M | $49M | +8.68% |
| Q3 2022 | 4.80M | $53M | +9.78% |
| Q2 2022 | 4.70M | $47M | +8.42% |
| Q1 2022 | 4.36M | $49M | +8.90% |
| Q4 2021 | 4.76M | $39M | +7.66% |
| Q3 2021 | 4.23M | $41M | +8.95% |
| Q2 2021 | 3.51M | $37M | +8.67% |
| Q1 2021 | 3.51M | $27M | +6.91% |
| Q4 2020 | 3.51M | $22M | +5.18% |
| Q3 2020 | 2.51M | $14M | +4.49% |
| Q2 2020 | 1.98M | $14M | +4.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Wealth Planning Services, Inc.’s full portfolio or all institutional holders of ET.