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Energy Transfer Equity shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 167k 15.73
2023-12-31 $2.3M 166k 13.80
2023-09-30 $2.3M 165k 14.03
2023-06-30 $2.1M 163k 12.75
2023-03-31 $2.1M 168k 12.47
2022-12-31 $650k 55k 11.87