Energy Transfer Equity shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Transfer Equity by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.1M | 503k | 16.05 |
| 2024-06-30 | $7.7M | 473k | 16.22 |
| 2024-03-31 | $7.3M | 463k | 15.73 |
| 2023-12-31 | $16M | 1.2M | 13.80 |
| 2023-09-30 | $13M | 952k | 14.03 |
| 2023-06-30 | $12M | 942k | 12.70 |
| 2023-03-31 | $6.1M | 486k | 12.47 |
| 2022-12-31 | $5.4M | 458k | 11.87 |
| 2022-09-30 | $4.9M | 443k | 11.03 |
| 2022-06-30 | $19k | 1.9k | 9.78 |
| 2022-03-31 | $3.7M | 327k | 11.19 |
| 2021-12-31 | $2.7M | 324k | 8.23 |
| 2021-09-30 | $2.4M | 250k | 9.58 |
| 2021-06-30 | $3.0M | 280k | 10.63 |
| 2021-03-31 | $2.1M | 279k | 7.68 |
| 2020-12-31 | $1.7M | 282k | 6.18 |
| 2020-09-30 | $1.3M | 248k | 5.42 |
| 2020-06-30 | $2.0M | 288k | 7.09 |
| 2020-03-31 | $1.4M | 272k | 5.03 |
| 2019-12-31 | $1.6M | 116k | 13.34 |
| 2019-09-30 | $1.9M | 145k | 13.08 |
| 2019-06-30 | $1.6M | 113k | 14.08 |
| 2019-03-31 | $2.4M | 155k | 15.37 |
| 2018-12-31 | $1.0M | 79k | 13.21 |
| 2018-09-30 | $256k | 15k | 17.43 |
| 2018-06-30 | $50k | 2.9k | 17.24 |
| 2018-03-31 | $69k | 4.9k | 14.20 |
| 2017-12-31 | $65k | 3.8k | 17.29 |
| 2017-06-30 | $83k | 4.6k | 18.06 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors