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Fs Energy And Power Fund shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Fs Energy And Power Fund shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Fs Energy And Power Fund

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All positions including Fs Energy And Power Fund held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fs Energy And Power Fund by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $41k 12k 3.47
2024-06-30 $41k 12k 3.47
2024-03-31 $41k 12k 3.43
2023-12-31 $43k 12k 3.64

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Fs Energy And Power Fund

Pvg Asset Management
Main Street Group
Financial Gravity Wealth
Financial Gravity Companies
Wallington Asset Management
Academy Capital Management
Hantz Financial Services
Thurston, Springer, Miller, Herd & Titak
Burkett Financial Services
MAI Wealth Advisors
ORG Partners
Game Plan Financial Advisors
McMahon Financial Advisors

View all funds holding Fs Energy And Power Fund