Energy Transfer Equity shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in Energy Transfer Equity
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All positions including Energy Transfer Equity held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $715k | 42k | 17.16 |
| 2025-06-30 | $747k | 41k | 18.13 |
| 2024-12-31 | $677k | 34k | 19.65 |
| 2024-09-30 | $496k | 31k | 16.05 |
| 2024-06-30 | $477k | 29k | 16.22 |
| 2024-03-31 | $517k | 33k | 15.73 |
| 2023-09-30 | $397k | 28k | 14.03 |
| 2023-06-30 | $262k | 21k | 12.70 |
| 2022-12-31 | $219k | 18k | 11.87 |
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