Capital Advisory Group Advisory Services’s Energy Transfer Partners ET Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-43,886	Closed	-$724K	–	55
2025 Q4	$724K	Buy	43,886 +500	+1%	+$8.32K	0.21%	90
2025 Q3	$745K	Buy	43,386 +2,300	+6%	+$40.3K	0.23%	92
2025 Q2	$745K	Sell	41,086 -24,763	-38%	-$432K	0.27%	84
2025 Q1	$1.22M	Sell	65,849 -21,760	-25%	-$424K	0.47%	63
2024 Q4	$1.72M	Buy	87,609 +24,564	+39%	+$435K	0.62%	50
2024 Q3	$1.01M	Buy	63,045 +18,919	+43%	+$304K	0.4%	65
2024 Q2	$716K	Buy	44,126 +12,313	+39%	+$194K	0.31%	75
2024 Q1	$500K	Buy	31,813 +6,348	+25%	+$92.5K	0.24%	90
2023 Q4	$351K	Hold	25,465	–	–	0.19%	102
2023 Q3	$357K	Hold	25,465	–	–	0.2%	106
2023 Q2	$323K	Buy	25,465 +2,695	+12%	+$34.2K	0.23%	66
2023 Q1	$284K	Buy	22,770 +2,920	+15%	+$36.9K	0.17%	120
2022 Q4	$236K	Hold	19,850	–	–	0.16%	117
2022 Q3	$219K	Buy	19,850 +1,900	+11%	+$21.2K	0.15%	124
2022 Q2	$192K	Hold	17,950	–	–	0.11%	139
2022 Q1	$201K	Buy	+17,950	New	+$178K	0.09%	154
2021 Q4	–	Sell	-950	Closed	-$9K	–	265
2021 Q3	$9K	Buy	+950	New	+$9.12K	﹤0.01%	402
2021 Q2	–	Sell	-950	Closed	-$7K	–	542
2021 Q1	$7K	Hold	950	–	–	﹤0.01%	420
2020 Q4	$6K	Hold	950	–	–	﹤0.01%	415
2020 Q3	$5K	Hold	950	–	–	﹤0.01%	378
2020 Q2	$7K	Hold	950	–	–	﹤0.01%	336
2020 Q1	$4K	Buy	+950	New	+$10.1K	0.01%	320
2019 Q4	–	Sell	-950	Closed	-$12K	–	268
2019 Q3	$12K	Hold	950	–	–	0.01%	262
2019 Q2	$13K	Hold	950	–	–	0.01%	257
2019 Q1	$15K	Hold	950	–	–	0.01%	239
2018 Q4	$13K	Hold	950	–	–	0.01%	222
2018 Q3	$17K	Hold	950	–	–	0.01%	208
2018 Q2	$16K	Hold	950	–	–	0.01%	199
2018 Q1	$13K	Buy	+950	New	+$15.8K	0.01%	214

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Capital Advisory Group Advisory Services's ET Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 43,886 shares — an estimated $724K sold.

Capital Advisory Group Advisory Services first reported a position in ET in Q1 2018 and held it in 29 quarters. The position peaked at $1.72M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 43,886 Energy Transfer Partners shares in Q1 2026, an estimated $724K.
Capital Advisory Group Advisory Services first reported a position in Energy Transfer Partners in Q1 2018 and held it in 29 quarters.
Capital Advisory Group Advisory Services's Energy Transfer Partners position peaked at $1.72M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.