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Energy Transfer Equity shares owned by Claro Advisors

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

Historical chart of Claro Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $986k 60k 16.49
2025-09-30 $1.0M 59k 17.16
2025-06-30 $1.1M 59k 18.13
2018-12-31 $3.0k 193 15.54

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)

View all positions for Claro Advisors

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