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Energy Transfer Equity shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 1.3M 13.80
2023-09-30 $2.3M 165k 14.03
2023-06-30 $2.1M 163k 12.70
2023-03-31 $1.7M 138k 12.47
2022-12-31 $1.7B 146M 11.87
2022-09-30 $1.5M 133k 11.03
2022-06-30 $1.5M 147k 9.98
2022-03-31 $1.5M 133k 11.19
2021-12-31 $1.1M 133k 8.23
2021-09-30 $1.5M 160k 9.58
2021-06-30 $1.7M 162k 10.63
2021-03-31 $1.2M 161k 7.68
2020-12-31 $1.0M 166k 6.18
2020-09-30 $776k 143k 5.42
2020-06-30 $75k 11k 7.12
2020-03-31 $61k 13k 4.60
2018-12-31 $255k 19k 13.21
2018-06-30 $20k 1.2k 17.32
2015-12-31 $142k 10k 13.79
2015-09-30 $48k 2.3k 20.87