Atlantic Edge Private Wealth Management »

Energy Transfer Equity shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 2.4k 15.73
2023-12-31 $34k 2.4k 13.80

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Msci Emrg Chn (EMXC)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
First Reserve GP XIII
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Susquehanna International
Neuberger Berman Group

View all funds holding Energy Transfer Equity