Energy Transfer Equity shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 16k | 17.16 |
| 2025-06-30 | $295k | 16k | 18.13 |
| 2025-03-31 | $303k | 16k | 18.59 |
| 2024-12-31 | $300k | 15k | 19.59 |
| 2024-09-30 | $245k | 15k | 16.05 |
| 2024-03-31 | $241k | 15k | 15.73 |
| 2023-12-31 | $197k | 14k | 13.80 |
| 2023-09-30 | $179k | 13k | 14.03 |
| 2023-06-30 | $163k | 13k | 12.70 |
| 2023-03-31 | $128k | 10k | 12.47 |
| 2022-12-31 | $634k | 12k | 51.20 |