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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

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Quarterly reported holdings in Energy Transfer Equity by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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