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Energy Transfer Equity shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 802k 13.80
2023-09-30 $7.7M 546k 14.03
2023-06-30 $4.1M 324k 12.70
2023-03-31 $4.1M 326k 12.47
2022-12-31 $3.8M 324k 11.87
2022-09-30 $3.2M 292k 11.03
2022-06-30 $3.0M 299k 9.99
2022-03-31 $3.4M 301k 11.19
2021-12-31 $2.1M 254k 8.23
2021-09-30 $2.9M 304k 9.58
2021-06-30 $796k 75k 10.63
2020-12-31 $103k 17k 6.20