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
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 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Custom Index Systems's ET Position: Q3 2025 in Review

Custom Index Systems sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 44,734 shares — an estimated $811K sold.

Custom Index Systems first reported a position in ET in Q4 2023 and held it in 7 quarters. The position peaked at $1.62M in Q1 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Custom Index Systems reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Custom Index Systems sold 44,734 Energy Transfer Partners shares in Q3 2025, an estimated $811K.
Custom Index Systems first reported a position in Energy Transfer Partners in Q4 2023 and held it in 7 quarters.
Custom Index Systems's Energy Transfer Partners position peaked at $1.62M in Q1 2024.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.