Cape Investment Advisory’s Energy Transfer Partners ET Stock Holding History

Cape Investment Advisory’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	$37.2K	Buy	+1,945	New	+$37.7K	0.01%	570
2026 Q1	–	Sell	-1,927	Closed	-$31.8K	–	502
2025 Q4	$31.8K	Buy	+1,927	New	+$32.1K	0.01%	514
2025 Q3	–	Sell	-1,907	Closed	-$34.6K	–	947
2025 Q2	$34.6K	Buy	1,907 +9	+0.5%	+$157	0.01%	418
2025 Q1	$35.3K	Buy	1,898 +8	+0.4%	+$156	0.01%	390
2024 Q4	$37K	Buy	1,890 +9	+0.5%	+$159	0.01%	376
2024 Q3	$30.2K	Buy	1,881 +69	+4%	+$1.11K	0.01%	394
2024 Q2	$29.4K	Sell	1,812 -68	-4%	-$1.07K	0.01%	376
2024 Q1	$29.6K	Sell	1,880 -4,476	-70%	-$65.2K	0.01%	386
2023 Q4	$87.7K	Buy	6,356 +4,956	+354%	+$67.4K	0.04%	255
2023 Q3	$19.6K	Hold	1,400	–	–	0.01%	446
2023 Q2	$17.8K	Hold	1,400	–	–	0.01%	459
2023 Q1	$17.5K	Buy	+1,400	New	+$17.7K	0.01%	446

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

Cape Investment Advisory's ET Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Energy Transfer Partners (ET) in Q2 2026: 1,945 shares worth $37.2K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ET as recently as Q4 2025.

Cape Investment Advisory first reported a position in ET in Q1 2023 and has held it in 12 quarters since. The position peaked at $87.7K in Q4 2023. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Cape Investment Advisory held 1,945 shares of Energy Transfer Partners worth $37.2K as of Q2 2026.
Energy Transfer Partners was a new Cape Investment Advisory position in Q2 2026.
Energy Transfer Partners made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #570 holding.
Cape Investment Advisory first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Energy Transfer Partners position peaked at $87.7K in Q4 2023.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.