Energy Transfer Equity shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 90k | 16.05 |
| 2024-06-30 | $1.5M | 90k | 16.22 |
| 2024-03-31 | $1.4M | 89k | 15.73 |
| 2023-09-30 | $606k | 43k | 14.03 |
| 2023-06-30 | $540k | 43k | 12.70 |
| 2023-03-31 | $856k | 69k | 12.47 |
| 2022-12-31 | $815k | 69k | 11.87 |
| 2022-09-30 | $752k | 68k | 11.03 |
| 2022-06-30 | $708k | 71k | 9.99 |
| 2022-03-31 | $749k | 67k | 11.19 |
| 2021-12-31 | $549k | 67k | 8.24 |
| 2021-09-30 | $630k | 66k | 9.57 |
| 2021-06-30 | $527k | 50k | 10.64 |
| 2021-03-31 | $376k | 49k | 7.69 |
| 2020-12-31 | $306k | 50k | 6.18 |
| 2020-09-30 | $1.8M | 324k | 5.42 |
| 2020-06-30 | $1.8M | 250k | 7.12 |
| 2020-03-31 | $1.1M | 231k | 4.60 |
| 2019-12-31 | $3.0M | 231k | 12.83 |
| 2019-09-30 | $3.0M | 232k | 13.08 |