A detailed history of Mount Yale Investment Advisors, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 92,258 shares of ET stock, worth $1.57 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
92,258
Previous 100 92158.0%
Holding current value
$1.57 Million
Previous $1,000 158200.0%
% of portfolio
0.12%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$17.11 - $18.16 $1.58 Million - $1.67 Million
92,158 Added 92158.0%
92,258 $1.58 Million
Q2 2025

Aug 12, 2025

BUY
$15.65 - $18.93 $1,565 - $1,893
100 New
100 $1,000
Q4 2019

Feb 13, 2020

SELL
$11.16 - $13.14 $123,742 - $145,696
-11,088 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$13.74 - $15.74 $9,343 - $10,703
680 Added 6.53%
11,088 $148,000
Q1 2019

May 15, 2019

BUY
$13.25 - $15.62 $137,906 - $162,572
10,408 New
10,408 $160,000
Q4 2018

Feb 14, 2019

SELL
$11.8 - $18.09 $118,743 - $182,039
-10,063 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$17.05 - $18.97 $76,264 - $84,852
4,473 Added 80.02%
10,063 $161,000
Q1 2018

Jun 25, 2018

BUY
$14.2 - $19.18 $79,378 - $107,216
5,590 New
5,590 $79,000

Others Institutions Holding ET

About Energy Transfer LP


  • Ticker ET
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 3,086,970,112
  • Market Cap $52.5B
  • Description
  • Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...
More about ET
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.