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Energy Transfer Equity shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $176k 11k 16.49

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

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