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Energy Transfer Equity shares owned by Charter Oak Advisors

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

Historical chart of Charter Oak Advisors investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Charter Oak Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 668k 19.59

More positions owned by Charter Oak Advisors

Talen Energy Corp (TLN)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Corning Incorporated (GLW)
Clean Harbors (CLH)
Golar Lng SHS (GLNG)
Pentair SHS (PNR)
Crane Company Common Stock (CR)
Intercontinental Exchange (ICE)
KBR (KBR)
Valvoline Inc Common (VVV)
Atmus Filtration Technologies Ord (ATMU)
Modine Manufacturing (MOD)
Eos Energy Enterprises *w Exp 11/17/202 (EOSEW)

View all positions for Charter Oak 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