Donaldson Capital Management’s Energy Transfer Partners ET Stock Holding History

Donaldson Capital Management’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	$442K	Buy	+23,127	New	+$448K	0.01%	224
2023 Q4	–	Sell	-88,771	Closed	-$1.25M	–	223
2023 Q3	$1.25M	Sell	88,771 -432	-0.5%	-$5.73K	0.06%	107
2023 Q2	$1.13M	Buy	89,203 +12,415	+16%	+$157K	0.05%	113
2023 Q1	$958K	Buy	76,788 +2,610	+4%	+$33K	0.05%	116
2022 Q4	$880K	Buy	+74,178	New	+$890K	0.04%	123

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

Donaldson Capital Management's ET Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Energy Transfer Partners (ET) in Q2 2026: 23,127 shares worth $442K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in ET as recently as Q3 2023.

Donaldson Capital Management first reported a position in ET in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Donaldson Capital Management held 23,127 shares of Energy Transfer Partners worth $442K as of Q2 2026.
Energy Transfer Partners was a new Donaldson Capital Management position in Q2 2026.
Energy Transfer Partners made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #224 holding.
Donaldson Capital Management first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 5 quarters since.
Donaldson Capital Management's Energy Transfer Partners position peaked at $1.25M in Q3 2023.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.