Chase Investment Counsel’s Energy Transfer Partners ET Stock Holding History

Chase Investment Counsel’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	$1.66M	Hold	86,872	–	–	0.35%	59
2026 Q1	$1.68M	Sell	86,872 -131,062	-60%	-$2.4M	0.44%	53
2025 Q4	$3.59M	Sell	217,934 -1,149	-0.5%	-$19.1K	1%	37
2025 Q3	$3.76M	Buy	219,083 +161,067	+278%	+$2.82M	1.11%	30
2025 Q2	$1.05M	Sell	58,016 -51,199	-47%	-$893K	0.34%	66
2025 Q1	$2.03M	Buy	109,215 +26,930	+33%	+$525K	0.74%	43
2024 Q4	$1.61M	Hold	82,285	–	–	0.52%	47
2024 Q3	$1.32M	Buy	82,285 +31,246	+61%	+$503K	0.44%	59
2024 Q2	$827K	Hold	51,039	–	–	0.29%	79
2024 Q1	$802K	Hold	51,039	–	–	0.3%	81
2023 Q4	$704K	Buy	51,039 +880	+2%	+$12K	0.31%	79
2023 Q3	$703K	Sell	50,159 -19,885	-28%	-$264K	0.35%	71
2023 Q2	$889K	Sell	70,044 -6,710	-9%	-$85K	0.45%	59
2023 Q1	$957K	Buy	+76,754	New	+$970K	0.53%	56

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

Chase Investment Counsel's ET Position: Q2 2026 in Review

Chase Investment Counsel held its Energy Transfer Partners (ET) position steady in Q2 2026 at 86,872 shares worth $1.66M. The position accounts for 0.35% of the portfolio, ranked #59.

Chase Investment Counsel first reported a position in ET in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.76M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Chase Investment Counsel held 86,872 shares of Energy Transfer Partners worth $1.66M as of Q2 2026.
Chase Investment Counsel left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.35% of Chase Investment Counsel's portfolio in Q2 2026, its #59 holding.
Chase Investment Counsel first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 14 quarters since.
Chase Investment Counsel's Energy Transfer Partners position peaked at $3.76M in Q3 2025.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.