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Energy Transfer Equity shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8k 336 17.16

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Dell Technologies Inc Cl C Stock (DELL)
Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Fastenal Stock (FAST)
Guess Stock (GES)
Mosaic Stock (MOS)
Dicks Sporting Goods Stock (DKS)
Novo-nordisk A S Adr (NVO)
Verizon Communications Stock (VZ)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
RPC Stock (RES)
Ford Mtr Stock (F)

View all positions for Carolina Wealth Advisors

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
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

View all funds holding Energy Transfer Equity