Capital Square
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
Q3 		$1.03M Buy
52,231
+862
+2% +$17.8K 0.46% 55
2026
Q2 		$1.01M Buy
51,369
+9,901
+24% +$192K 0.44% 61
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

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Stephens Group
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Capital Square's ET Position: Q3 2026 in Review

Capital Square increased its Energy Transfer Partners (ET) stake by 1.7% in Q3 2026, buying an estimated $17.8K and bringing the position to 52,231 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #55.

Capital Square first reported a position in ET in Q4 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Capital Square held 52,231 shares of Energy Transfer Partners worth $1.03M as of Q3 2026.
  • Capital Square bought 862 Energy Transfer Partners shares in Q3 2026, an estimated $17.8K.
  • Energy Transfer Partners made up 0.46% of Capital Square's portfolio in Q3 2026, its #55 holding.
  • Capital Square first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.