Compass Financial Group »

Energy Transfer Equity shares owned by Compass Financial Group

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Compass Financial Group 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 Compass Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $795k 51k 15.73
2023-12-31 $716k 52k 13.80
2023-09-30 $736k 53k 14.03
2023-06-30 $603k 48k 12.70
2023-03-31 $589k 47k 12.47
2022-12-31 $555k 47k 11.87

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Annaly Capital Management In Com New (NLY)

View all positions for Compass Financial Group

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Neuberger Berman Group
Mirae Asset Global Investments
Chickasaw Capital Management

View all funds holding Energy Transfer Equity