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 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

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 Square's ET Position: Q2 2026 in Review

Capital Square increased its Energy Transfer Partners (ET) stake by 24% in Q2 2026, buying an estimated $192K and bringing the position to 51,369 shares worth $1.01M. The position accounts for 0.44% of the portfolio, ranked #61.

Capital Square first reported a position in ET in Q4 2025 and has held it in 3 quarters since. 1,300 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Capital Square held 51,369 shares of Energy Transfer Partners worth $1.01M as of Q2 2026.
Capital Square bought 9,901 Energy Transfer Partners shares in Q2 2026, an estimated $192K.
Energy Transfer Partners made up 0.44% of Capital Square's portfolio in Q2 2026, its #61 holding.
Capital Square first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.