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Energy Transfer Equity shares owned by Plan Group Financial

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $265k 17k 15.73
2023-06-30 $381k 30k 12.70

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Morgan Stanley
Bank of America Corporation
UBS Group
Tortoise Capital Advisors
Jpmorgan Chase & Co
ClearBridge Advisors
Energy Income Partners
First Reserve GP XIII
FMR
Kayne Anderson Capital Advisors, L.p
Natixis
Abrams Capital Management

View all funds holding Energy Transfer Equity