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Energy Transfer Equity shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 1.3k 19.30
2024-12-31 $22k 1.1k 19.59

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard S&p 500 Etf Uie (VOO)
Invesco S&p 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Facebook Inc cl a (META)
Jpmorgan International Value Etf Uie (JIVE)
Jpmorgan Active Growth Etf Uie (JGRO)
Microsoft Corporation (MSFT)
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)
Amazon (AMZN)
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)
State Street Spdr S&p 500 Etf Trust Uie (SPY)
Ishares S&p 500 Growth Etf Uie (IVW)

View all positions for Comprehensive Financial Planning

Top funds holding Energy Transfer Equity

Morgan Stanley
ALPS Advisors
Goldman Sachs Group
Invesco
Tortoise Capital Advisors
Blackstone Group
UBS Group
Bank of America Corporation
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Mirae Asset Global Etfs Holdings
First Reserve GP XIII
FMR
Natixis
Westwood Holdings

View all funds holding Energy Transfer Equity