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

Capital Asset 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 Q2	$2.21M	Buy	+115,800	New	+$2.24M	0.08%	119
2021 Q1	–	Sell	-335	Closed	-$2K	–	919
2020 Q4	$2K	Buy	+335	New	+$2.03K	﹤0.01%	1434

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 Asset Advisory Services's ET Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Energy Transfer Partners (ET) in Q2 2026: 115,800 shares worth $2.21M. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in ET as recently as Q4 2020.

Capital Asset Advisory Services first reported a position in ET in Q4 2020 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Capital Asset Advisory Services held 115,800 shares of Energy Transfer Partners worth $2.21M as of Q2 2026.
Energy Transfer Partners was a new Capital Asset Advisory Services position in Q2 2026.
Energy Transfer Partners made up 0.08% of Capital Asset Advisory Services's portfolio in Q2 2026, its #119 holding.
Capital Asset Advisory Services first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 2 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.