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Energy Transfer Equity shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $138k 10k 13.80
2023-09-30 $140k 10k 14.03
2022-12-31 $244k 21k 11.87
2022-09-30 $215k 20k 11.02
2022-06-30 $95k 9.5k 10.00
2022-03-31 $106k 9.5k 11.16