CS
ET icon

Capital Square’s Energy Transfer Partners ET Stock Holding History

Capital Square’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 		$791K Buy
41,468
+18,930
+84% +$347K 0.36% 75
2025
Q4 		$372K Buy
+22,538
New +$375K 0.19% 119

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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 Square's ET Position: Q1 2026 in Review

Capital Square increased its Energy Transfer Partners (ET) stake by 84% in Q1 2026, buying an estimated $347K and bringing the position to 41,468 shares worth $791K. The position accounts for 0.36% of the portfolio, ranked #75.

Capital Square first reported a position in ET in Q4 2025 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Capital Square held 41,468 shares of Energy Transfer Partners worth $791K as of Q1 2026.
  • Capital Square bought 18,930 Energy Transfer Partners shares in Q1 2026, an estimated $347K.
  • Energy Transfer Partners made up 0.36% of Capital Square's portfolio in Q1 2026, its #75 holding.
  • Capital Square first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.