Energy Transfer Equity shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $214k | 13k | 16.05 |
| 2024-06-30 | $197k | 12k | 16.22 |
| 2024-03-31 | $205k | 13k | 15.73 |
| 2023-12-31 | $178k | 13k | 13.80 |
| 2023-09-30 | $193k | 14k | 14.03 |
| 2023-06-30 | $172k | 14k | 12.70 |
| 2023-03-31 | $83k | 6.6k | 12.47 |
| 2022-12-31 | $78k | 6.6k | 11.87 |
| 2022-06-30 | $66k | 6.6k | 10.05 |
| 2022-03-31 | $73k | 6.5k | 11.15 |
| 2021-12-31 | $54k | 6.5k | 8.27 |
| 2021-09-30 | $54k | 5.6k | 9.59 |
| 2021-06-30 | $60k | 5.6k | 10.65 |
| 2021-03-31 | $43k | 5.6k | 7.63 |
| 2020-12-31 | $35k | 5.6k | 6.21 |