CapWealth Advisors »

Energy Transfer Equity shares owned by CapWealth Advisors

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

Historical chart of CapWealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by CapWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $424k 25k 17.16
2025-06-30 $316k 17k 18.13
2025-03-31 $318k 17k 18.59
2024-12-31 $336k 17k 19.59