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Capital Advisors Inc’s Energy Transfer Partners ET Stock Holding History

Capital Advisors 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 		$1.61M Sell
84,082
-11,581
-12% -$224K 0.02% 145
2026
Q1 		$1.85M Buy
95,663
+19,683
+26% +$360K 0.03% 137
2025
Q4 		$1.25M Buy
75,980
+9,435
+14% +$157K 0.02% 151
2025
Q3 		$1.14M Buy
66,545
+35
+0.1% +$613 0.02% 151
2025
Q2 		$1.21M Sell
66,510
-2,638
-4% -$46K 0.02% 141
2025
Q1 		$1.29M Buy
69,148
+7,663
+12% +$149K 0.03% 132
2024
Q4 		$1.2M Buy
61,485
+328
+0.5% +$5.81K 0.02% 129
2024
Q3 		$982K Sell
61,157
-304,743
-83% -$4.9M 0.02% 146
2024
Q2 		$5.93M Buy
365,900
+49,863
+16% +$784K 0.12% 98
2024
Q1 		$4.97M Sell
316,037
-104,025
-25% -$1.52M 0.11% 100
2023
Q4 		$5.8M Buy
420,062
+345,187
+461% +$4.69M 0.13% 101
2023
Q3 		$1.05M Sell
74,875
-21,453
-22% -$285K 0.03% 133
2023
Q2 		$1.22M Buy
96,328
+20,355
+27% +$258K 0.03% 125
2023
Q1 		$947K Sell
75,973
-309,208
-80% -$3.91M 0.03% 136
2022
Q4 		$4.57M Sell
385,181
-67
-0% -$804 0.13% 94
2022
Q3 		$4.42M Sell
385,248
-2,589
-0.7% -$28.8K 0.14% 93
2022
Q2 		$3.87M Buy
387,837
+6,775
+2% +$75.9K 0.12% 96
2022
Q1 		$4.26M Hold
381,062
– – 0.12% 93
2021
Q4 		$3.14M Buy
381,062
+5,000
+1% +$45.4K 0.08% 101
2021
Q3 		$3.6M Buy
+376,062
New +$3.61M 0.11% 103
2020
Q3 		– Sell
-14,477
Closed -$96K – 203
2020
Q2 		$96K Buy
14,477
+2,500
+21% +$18.5K ﹤0.01% 181
2020
Q1 		$55K Buy
+11,977
New +$128K ﹤0.01% 158
2019
Q4 		– Sell
-10,688
Closed -$150K – 192
2019
Q3 		$150K Hold
10,688
– – 0.01% 173
2019
Q2 		$150K Buy
+10,688
New +$158K 0.01% 173
2019
Q1 		– Sell
-10,488
Closed -$139K – 148
2018
Q4 		$139K Buy
+10,488
New +$159K 0.01% 172

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Capital Advisors Inc's ET Position: Q2 2026 in Review

Capital Advisors Inc reduced its Energy Transfer Partners (ET) stake by 12% in Q2 2026, selling an estimated $224K and leaving 84,082 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #145.

Capital Advisors Inc first reported a position in ET in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.93M in Q2 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Capital Advisors Inc held 84,082 shares of Energy Transfer Partners worth $1.61M as of Q2 2026.
  • Capital Advisors Inc sold 11,581 Energy Transfer Partners shares in Q2 2026, an estimated $224K.
  • Energy Transfer Partners made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #145 holding.
  • Capital Advisors Inc first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 25 quarters since.
  • Capital Advisors Inc's Energy Transfer Partners position peaked at $5.93M in Q2 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.