BWM Planning »

Energy Transfer Equity shares owned by BWM Planning

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by BWM Planning 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 BWM Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 13k 16.49
2025-09-30 $220k 13k 17.16
2025-06-30 $229k 13k 18.13

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

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
Natixis
Neuberger Berman Group
Susquehanna International

View all funds holding Energy Transfer Equity