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Energy Transfer Equity shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $156k 11k 14.03
2023-06-30 $141k 11k 12.70
2023-03-31 $139k 11k 12.47
2022-12-31 $129k 11k 11.87
2022-09-30 $114k 10k 10.99
2022-06-30 $102k 10k 10.02
2022-03-31 $112k 10k 11.20
2021-12-31 $82k 10k 8.20
2021-09-30 $96k 10k 9.60