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

Morton 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	$955K	Buy	49,938 +671	+1%	+$13K	0.13%	53
2026 Q1	$951K	Buy	49,267 +700	+1%	+$12.8K	0.14%	50
2025 Q4	$801K	Buy	48,567 +767	+2%	+$12.8K	0.12%	50
2025 Q3	$820K	Sell	47,800 -2,304	-5%	-$40.4K	0.13%	49
2025 Q2	$908K	Buy	50,104 +3,722	+8%	+$64.9K	0.16%	48
2025 Q1	$862K	Buy	46,382 +593	+1%	+$11.6K	0.17%	47
2024 Q4	$897K	Buy	45,789 +683	+2%	+$12.1K	0.17%	50
2024 Q3	$724K	Buy	45,106 +723	+2%	+$11.6K	0.14%	51
2024 Q2	$720K	Buy	44,383 +699	+2%	+$11K	0.17%	49
2024 Q1	$687K	Buy	43,684 +757	+2%	+$11K	0.19%	51
2023 Q4	$592K	Buy	42,927 +785	+2%	+$10.7K	0.18%	51
2023 Q3	$591K	Buy	42,142 +791	+2%	+$10.5K	0.21%	43
2023 Q2	$525K	Buy	41,351 +781	+2%	+$9.9K	0.18%	54
2023 Q1	$506K	Buy	40,570 +3,480	+9%	+$44K	0.18%	53
2022 Q4	$440K	Buy	37,090 +667	+2%	+$8K	0.17%	53
2022 Q3	$402K	Buy	36,423 +589	+2%	+$6.56K	0.18%	53
2022 Q2	$358K	Buy	35,834 +5,755	+19%	+$64.5K	0.16%	60
2022 Q1	$337K	Buy	30,079 +496	+2%	+$4.92K	0.14%	60
2021 Q4	$243K	Buy	+29,583	New	+$269K	0.1%	80

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Morton Capital Management increased its Energy Transfer Partners (ET) stake by 1.4% in Q2 2026, buying an estimated $13K and bringing the position to 49,938 shares worth $955K. The position accounts for 0.13% of the portfolio, ranked #53.

Morton Capital Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. 357 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Morton Capital Management held 49,938 shares of Energy Transfer Partners worth $955K as of Q2 2026.
Morton Capital Management bought 671 Energy Transfer Partners shares in Q2 2026, an estimated $13K.
Energy Transfer Partners made up 0.13% of Morton Capital Management's portfolio in Q2 2026, its #53 holding.
Morton Capital Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
357 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.