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

Orion 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	$184K	Buy	9,629 +157	+2%	+$3.04K	0.06%	159
2026 Q1	$183K	Buy	9,472 +163	+2%	+$2.98K	0.06%	155
2025 Q4	$154K	Buy	9,309 +179	+2%	+$2.98K	0.05%	163
2025 Q3	$157K	Buy	9,130 +171	+2%	+$3K	0.05%	160
2025 Q2	$162K	Buy	8,959 +159	+2%	+$2.77K	0.06%	147
2025 Q1	$164K	Buy	+8,800	New	+$171K	0.07%	143

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

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

Orion Capital Management increased its Energy Transfer Partners (ET) stake by 1.7% in Q2 2026, buying an estimated $3.04K and bringing the position to 9,629 shares worth $184K. The position accounts for 0.06% of the portfolio, ranked #159.

Orion Capital Management first reported a position in ET in Q1 2025 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Orion Capital Management held 9,629 shares of Energy Transfer Partners worth $184K as of Q2 2026.
Orion Capital Management bought 157 Energy Transfer Partners shares in Q2 2026, an estimated $3.04K.
Energy Transfer Partners made up 0.06% of Orion Capital Management's portfolio in Q2 2026, its #159 holding.
Orion Capital Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 6 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.