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

Capital Advisors Ltd’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	$88K	Buy	4,626 +76	+2%	+$1.47K	0.01%	421
2026 Q1	$88K	Buy	4,550 +628	+16%	+$11.5K	0.01%	401
2025 Q4	$65K	Buy	3,922 +76	+2%	+$1.26K	0.01%	443
2025 Q3	$66K	Buy	3,846 +72	+2%	+$1.26K	0.01%	431
2025 Q2	$68K	Buy	3,774 +67	+2%	+$1.17K	0.01%	416
2025 Q1	$69K	Buy	3,707 +58	+2%	+$1.13K	0.01%	402
2024 Q4	$71K	Buy	3,649 +556	+18%	+$9.85K	0.01%	398
2024 Q3	$50K	Buy	3,093 +59	+2%	+$949	0.01%	452
2024 Q2	$49K	Buy	3,034 +476	+19%	+$7.48K	0.01%	445
2024 Q1	$40K	Buy	2,558 +403	+19%	+$5.87K	0.01%	474
2023 Q4	$30K	Buy	2,155 +48	+2%	+$652	﹤0.01%	501
2023 Q3	$30K	Buy	2,107 +49	+2%	+$650	﹤0.01%	485
2023 Q2	$26K	Buy	+2,058	New	+$26.1K	﹤0.01%	528
2019 Q2	–	Sell	-6,805	Closed	-$105K	–	440
2019 Q1	$105K	Hold	6,805	–	–	0.03%	210
2018 Q4	$90K	Buy	+6,805	New	+$103K	0.03%	216

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

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

Capital Advisors Ltd increased its Energy Transfer Partners (ET) stake by 1.7% in Q2 2026, buying an estimated $1.47K and bringing the position to 4,626 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #421.

Capital Advisors Ltd first reported a position in ET in Q4 2018 and has held it in 15 quarters since. The position peaked at $105K in Q1 2019. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Capital Advisors Ltd held 4,626 shares of Energy Transfer Partners worth $88K as of Q2 2026.
Capital Advisors Ltd bought 76 Energy Transfer Partners shares in Q2 2026, an estimated $1.47K.
Energy Transfer Partners made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #421 holding.
Capital Advisors Ltd first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 15 quarters since.
Capital Advisors Ltd's Energy Transfer Partners position peaked at $105K in Q1 2019.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.