Energy Transfer Equity shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $237k | 14k | 16.49 |
| 2020-09-30 | $169k | 31k | 5.43 |
| 2020-06-30 | $171k | 24k | 7.13 |
| 2020-03-31 | $112k | 24k | 4.59 |
| 2019-12-31 | $308k | 24k | 12.83 |
| 2019-09-30 | $344k | 26k | 13.09 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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