Pinnacle Wealth Planning Services, Inc. Energy Transfer LP Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Energy Transfer LP stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,654,665 shares of ET stock, worth $65.7 Million. This represents 10.38% of its overall portfolio holdings.

Number of Shares

3,654,665

Previous 3,832,257 4.63%

Holding current value

$65.7 Million

Previous $75.1 Million 9.5%

% of portfolio

10.38%

Previous 11.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$17.26 - $21.08 $3.07 Million - $3.74 Million	-177,592 Reduced 4.63%	3,654,665 $67.9 Million
Q4 2024 Feb 06, 2025	SELL	$16.05 - $19.86 $7.2 Million - $8.91 Million	-448,738 Reduced 10.48%	3,832,257 $75.1 Million
Q3 2024 Nov 13, 2024	SELL	$15.43 - $16.44 $2.2 Million - $2.34 Million	-142,442 Reduced 3.22%	4,280,995 $68.7 Million
Q2 2024 Aug 09, 2024	BUY	$15.1 - $16.25 $4.44 Million - $4.78 Million	294,169 Added 7.12%	4,423,437 $71.7 Million
Q1 2024 May 09, 2024	SELL	$13.72 - $15.73 $3.22 Million - $3.7 Million	-235,000 Reduced 5.38%	4,129,268 $65 Million
Q4 2023 Feb 07, 2024	BUY	$13.02 - $14.03 $96,647 - $104,144	7,423 Added 0.17%	4,364,268 $60.2 Million
Q3 2023 Nov 07, 2023	BUY	$12.56 - $14.03 $296,792 - $331,528	23,630 Added 0.55%	4,356,845 $61.1 Million
Q2 2023 Aug 07, 2023	SELL	$12.32 - $12.91 $107,800 - $112,962	-8,750 Reduced 0.2%	4,333,215 $55 Million
Q1 2023 May 03, 2023	BUY	$11.62 - $13.5 $2.65 Million - $3.07 Million	227,700 Added 5.53%	4,341,965 $54.1 Million
Q4 2022 Feb 13, 2023	SELL	$11.34 - $12.77 $7.74 Million - $8.71 Million	-682,380 Reduced 14.23%	4,114,265 $48.8 Million
Q3 2022 Nov 09, 2022	BUY	$9.54 - $22.82 $933,870 - $2.23 Million	97,890 Added 2.08%	4,796,645 $52.9 Million
Q2 2022 Aug 03, 2022	BUY	$9.79 - $12.31 $3.27 Million - $4.11 Million	334,027 Added 7.65%	4,698,755 $46.9 Million
Q1 2022 Apr 20, 2022	SELL	$8.71 - $11.53 $3.48 Million - $4.61 Million	-400,000 Reduced 8.4%	4,364,728 $48.8 Million
Q4 2021 Jan 21, 2022	BUY	$8.15 - $10.19 $4.37 Million - $5.46 Million	535,911 Added 12.67%	4,764,728 $39.2 Million
Q3 2021 Oct 29, 2021	BUY	$8.73 - $10.71 $6.3 Million - $7.73 Million	721,519 Added 20.57%	4,228,817 $40.5 Million
Q1 2021 Apr 29, 2021	BUY	$6.1 - $8.58 $13,420 - $18,876	2,200 Added 0.06%	3,507,298 $26.9 Million
Q4 2020 Feb 12, 2021	BUY	$5.11 - $7.01 $5.1 Million - $7 Million	998,000 Added 39.81%	3,505,098 $21.7 Million
Q3 2020 Nov 03, 2020	BUY	$5.42 - $7.15 $2.85 Million - $3.76 Million	525,329 Added 26.51%	2,507,098 $13.6 Million
Q2 2020 Jul 27, 2020	BUY	$5.03 - $9.34 $9.97 Million - $18.5 Million	1,981,769 New	1,981,769 $14.1 Million

Others Institutions Holding ET

# of Institutions

1,382

Shares Held

1.05B

Call Options Held

32.2M

Put Options Held

20.8M

View Full List

About Energy Transfer LP

Ticker ET
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 3,086,970,112
Market Cap $55.5B
Description
Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...

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Pinnacle Wealth Planning Services, Inc. Energy Transfer LP Transaction History