Legacy Financial Strategies »

Energy Transfer Equity shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 22k 15.73
2023-12-31 $309k 22k 13.80
2023-09-30 $306k 23k 13.07

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

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