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Energy Transfer Equity shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 166k 15.73
2023-12-31 $2.3M 168k 13.80
2022-12-31 $2.1M 173k 11.87
2022-09-30 $1.9M 174k 11.03

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View all positions for Icon Wealth Advisors

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
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
Susquehanna International

View all funds holding Energy Transfer Equity