SEC 13F Intelligence

Greystone Financial Group, LLC / ET

Greystone Financial Group, LLC’s Energy Transfer L P Position

Does Greystone Financial Group, LLC own Energy Transfer L P (ET)? Not currently — the last reported position was 289.7K shares worth $4M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2023
Shares
289.7K
% of Portfolio
+1.01%
Quarters Held
3
position exited

Position History ET

Reported value by quarter
Q1 ’23: $7MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $4MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023289.7K$4M+1.01%
Q2 2023402.1K$5M+1.18%
Q1 2023578.0K$7M+1.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of ET.