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Energy Transfer Equity shares owned by WPWealth

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

Historical chart of WPWealth investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by WPWealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $193k 12k 15.73
2023-12-31 $143k 10k 13.80
2023-09-30 $144k 10k 14.03
2023-06-30 $129k 10k 12.70

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Global Real Est (DFGR)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust International Dv (IOCT)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

View all positions for WPWealth

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