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

Capital Investment 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	$301K	Sell	15,752 -1,146	-7%	-$22.2K	0.02%	583
2026 Q1	$326K	Buy	16,898 +132	+0.8%	+$2.42K	0.02%	491
2025 Q4	$276K	Buy	16,766 +561	+3%	+$9.34K	0.02%	515
2025 Q3	$278K	Buy	16,205 +2,286	+16%	+$40.1K	0.02%	492
2025 Q2	$252K	Buy	13,919 +156	+1%	+$2.72K	0.02%	496
2025 Q1	$256K	Buy	13,763 +167	+1%	+$3.25K	0.02%	476
2024 Q4	$266K	Buy	13,596 +122	+0.9%	+$2.16K	0.03%	434
2024 Q3	$216K	Buy	13,474 +129	+1%	+$2.08K	0.02%	482
2024 Q2	$216K	Buy	13,345 +427	+3%	+$6.71K	0.02%	477
2024 Q1	$203K	Sell	12,918 -1,916	-13%	-$27.9K	0.02%	485
2023 Q4	$205K	Sell	14,834 -1,474	-9%	-$20K	0.02%	483
2023 Q3	$229K	Sell	16,308 -296	-2%	-$3.93K	0.02%	436
2023 Q2	$211K	Buy	16,604 +2,356	+17%	+$29.9K	0.02%	447
2023 Q1	$178K	Buy	14,248 +2,649	+23%	+$33.5K	0.02%	476
2022 Q4	$138K	Sell	11,599 -391	-3%	-$4.69K	0.02%	506
2022 Q3	$132K	Sell	11,990 -745	-6%	-$8.3K	0.02%	474
2022 Q2	$127K	Buy	12,735 +468	+4%	+$5.24K	0.02%	500
2022 Q1	$137K	Buy	+12,267	New	+$122K	0.01%	537
2021 Q2	–	Sell	-12,697	Closed	-$98K	–	786
2021 Q1	$98K	Buy	12,697 +45	+0.4%	+$329	0.01%	481
2020 Q4	$78K	Sell	12,652 -691	-5%	-$4.18K	0.01%	479
2020 Q3	$72K	Sell	13,343 -772	-5%	-$4.9K	0.01%	423
2020 Q2	$100K	Buy	14,115 +113	+0.8%	+$837	0.02%	360
2020 Q1	$64K	Buy	14,002 +2,637	+23%	+$28.1K	0.02%	366
2019 Q4	$146K	Buy	11,365 +708	+7%	+$8.72K	0.04%	321
2019 Q3	$139K	Sell	10,657 -344	-3%	-$4.8K	0.04%	321
2019 Q2	$166K	Sell	11,001 -700	-6%	-$10.4K	0.05%	303
2019 Q1	$180K	Sell	11,701 -1,380	-11%	-$20.5K	0.07%	236
2018 Q4	$173K	Buy	+13,081	New	+$199K	0.07%	213
2017 Q4	–	Sell	-12,456	Closed	-$228K	–	187
2017 Q3	$228K	Buy	+12,456	New	+$218K	0.14%	154

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

Capital Investment Advisory Services reduced its Energy Transfer Partners (ET) stake by 6.8% in Q2 2026, selling an estimated $22.2K and leaving 15,752 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #583.

Capital Investment Advisory Services first reported a position in ET in Q3 2017 and has held it in 29 quarters since. The position peaked at $326K in Q1 2026. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Capital Investment Advisory Services held 15,752 shares of Energy Transfer Partners worth $301K as of Q2 2026.
Capital Investment Advisory Services sold 1,146 Energy Transfer Partners shares in Q2 2026, an estimated $22.2K.
Energy Transfer Partners made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #583 holding.
Capital Investment Advisory Services first reported a position in Energy Transfer Partners in Q3 2017 and has held it in 29 quarters since.
Capital Investment Advisory Services's Energy Transfer Partners position peaked at $326K in Q1 2026.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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