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Energy Transfer Equity shares owned by CWM Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 150k 17.16
2025-06-30 $2.7M 149k 18.13

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Susquehanna International
Natixis

View all funds holding Energy Transfer Equity