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Energy Transfer Equity shares owned by Brandywine Oak Private Wealth

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

Historical chart of Brandywine Oak Private Wealth investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2023-06-30 $176k 14k 12.70
2023-03-31 $173k 14k 12.47
2022-12-31 $165k 14k 11.87
2022-09-30 $143k 13k 10.98
2022-06-30 $129k 13k 9.91
2018-12-31 $59k 4.5k 13.19

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard World Inf Tech Etf (VGT)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Global Reit Etf (REET)

View all positions for Brandywine Oak Private Wealth

Top funds holding Energy Transfer Equity

ALPS Advisors
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Susquehanna International
Natixis
Westwood Holdings

View all funds holding Energy Transfer Equity