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Energy Transfer Equity shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $844k 61k 13.80
2023-09-30 $969k 69k 14.03
2023-06-30 $841k 66k 12.70
2023-03-31 $772k 62k 12.47
2022-12-31 $699k 59k 11.87
2022-09-30 $677k 61k 11.02
2022-06-30 $747k 66k 11.25
2022-03-31 $732k 65k 11.19
2021-12-31 $666k 65k 10.18
2021-09-30 $627k 65k 9.58
2021-06-30 $707k 67k 10.63
2021-03-31 $674k 67k 10.13
2020-12-31 $464k 67k 6.97
2020-09-30 $361k 67k 5.43
2020-06-30 $456k 67k 6.85
2020-03-31 $246k 54k 4.60
2019-12-31 $182k 14k 12.82
2019-09-30 $241k 19k 13.06
2019-06-30 $261k 19k 14.14
2019-03-31 $288k 19k 15.39