Custom Index Systems’s Energy Transfer Partners ET Stock Holding History

Custom Index Systems’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.9K	Buy	+990	New	+$19.2K	0.01%	474
2025 Q3	–	Sell	-44,734	Closed	-$811K	–	270
2025 Q2	$811K	Sell	44,734 -2,995	-6%	-$52.3K	0.39%	77
2025 Q1	$887K	Sell	47,729 -22,894	-32%	-$446K	0.45%	58
2024 Q4	$1.38M	Sell	70,623 -2,561	-3%	-$45.4K	0.74%	30
2024 Q3	$1.17M	Sell	73,184 -18,557	-20%	-$299K	0.64%	36
2024 Q2	$1.49M	Sell	91,741 -11,310	-11%	-$178K	0.85%	28
2024 Q1	$1.62M	Sell	103,051 -8,866	-8%	-$129K	0.92%	25
2023 Q4	$1.54M	Buy	+111,917	New	+$1.52M	0.95%	23

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Custom Index Systems's ET Position: Q2 2026 in Review

Custom Index Systems opened a new position in Energy Transfer Partners (ET) in Q2 2026: 990 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in ET as recently as Q2 2025.

Custom Index Systems first reported a position in ET in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.62M in Q1 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Custom Index Systems held 990 shares of Energy Transfer Partners worth $18.9K as of Q2 2026.
Energy Transfer Partners was a new Custom Index Systems position in Q2 2026.
Energy Transfer Partners made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #474 holding.
Custom Index Systems first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 8 quarters since.
Custom Index Systems's Energy Transfer Partners position peaked at $1.62M in Q1 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.