Clifford Swan Investment Counsel’s Energy Transfer Partners ET Stock Holding History

Clifford Swan 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	$262K	Buy	13,720 +457	+3%	+$8.85K	0.01%	308
2026 Q1	$256K	Hold	13,263	–	–	0.01%	292
2025 Q4	$219K	Hold	13,263	–	–	0.01%	313
2025 Q3	$228K	Hold	13,263	–	–	0.01%	308
2025 Q2	$240K	Hold	13,263	–	–	0.01%	290
2025 Q1	$247K	Hold	13,263	–	–	0.01%	290
2024 Q4	$260K	Hold	13,263	–	–	0.01%	281
2024 Q3	$213K	Hold	13,263	–	–	0.01%	305
2024 Q2	$215K	Hold	13,263	–	–	0.01%	295
2024 Q1	$209K	Hold	13,263	–	–	0.01%	298
2023 Q4	$183K	Hold	13,263	–	–	0.01%	296
2023 Q3	$186K	Hold	13,263	–	–	0.01%	295
2023 Q2	$168K	Sell	13,263 -200	-1%	-$2.53K	0.01%	296
2023 Q1	$168K	Buy	13,463 +80	+0.6%	+$1.01K	0.01%	292
2022 Q4	$159K	Sell	13,383 -16,925	-56%	-$203K	0.01%	302
2022 Q3	$334K	Sell	30,308 -960	-3%	-$10.7K	0.02%	245
2022 Q2	$312K	Hold	31,268	–	–	0.01%	262
2022 Q1	$350K	Hold	31,268	–	–	0.01%	266
2021 Q4	$257K	Sell	31,268 -600	-2%	-$5.45K	0.01%	305
2021 Q3	$316K	Hold	31,868	–	–	0.01%	275
2021 Q2	$295K	Buy	31,868 +200	+0.6%	+$1.92K	0.01%	275
2021 Q1	$243K	Hold	31,668	–	–	0.01%	301
2020 Q4	$196K	Sell	31,668 -1,632	-5%	-$9.87K	0.01%	313
2020 Q3	$180K	Hold	33,300	–	–	0.01%	304
2020 Q2	$237K	Hold	33,300	–	–	0.01%	277
2020 Q1	$153K	Sell	33,300 -1,200	-3%	-$12.8K	0.01%	283
2019 Q4	$443K	Sell	34,500 -703	-2%	-$8.66K	0.02%	225
2019 Q3	$460K	Sell	35,203 -926	-3%	-$12.9K	0.02%	214
2019 Q2	$509K	Hold	36,129	–	–	0.03%	204
2019 Q1	$555K	Buy	36,129 +7,290	+25%	+$108K	0.03%	198
2018 Q4	$381K	Buy	+28,839	New	+$438K	0.02%	224

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

Clifford Swan Investment Counsel's ET Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Energy Transfer Partners (ET) stake by 3.4% in Q2 2026, buying an estimated $8.85K and bringing the position to 13,720 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #308.

Clifford Swan Investment Counsel first reported a position in ET in Q4 2018 and has held it in 31 quarters since. The position peaked at $555K in Q1 2019. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Clifford Swan Investment Counsel held 13,720 shares of Energy Transfer Partners worth $262K as of Q2 2026.
Clifford Swan Investment Counsel bought 457 Energy Transfer Partners shares in Q2 2026, an estimated $8.85K.
Energy Transfer Partners made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #308 holding.
Clifford Swan Investment Counsel first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
Clifford Swan Investment Counsel's Energy Transfer Partners position peaked at $555K in Q1 2019.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.