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Energy Transfer shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Energy Transfer (ET.PI) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Energy Transfer

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All positions including Energy Transfer held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $462k 40k 11.57

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Vanguard Index Fds Value Etf (VTV)
Landbridge Company Cl A (LB)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
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Janus Detroit Str Tr Henderson Securi (JSI)
Select Sector Spdr Tr State Street Tec (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for One Charles Private Wealth Services

Top funds holding Energy Transfer

Infrastructure Capital Advisors
Kim
Wells Fargo & Company
UBS Group
LPL Financial
D.A. Davidson & Co.
Magnus Financial Group
Guggenheim Capital, LLC Managers
Lido Advisors
Morgan Stanley
Kestra Advisory Services
Commonwealth Equity Services
Phraction Management
Clear Harbor Asset Management
Kamunting Street Capital Management

View all funds holding Energy Transfer