Energy Transfer Equity shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $842k | 49k | 17.16 |
| 2025-06-30 | $1.0M | 56k | 18.13 |
| 2025-03-31 | $1.0M | 56k | 18.59 |
| 2024-12-31 | $1.1M | 56k | 19.59 |
| 2024-09-30 | $274k | 17k | 16.05 |
| 2024-06-30 | $261k | 16k | 16.27 |
| 2024-03-31 | $195k | 14k | 13.80 |
| 2023-12-31 | $195k | 14k | 13.80 |
| 2023-09-30 | $202k | 14k | 14.03 |
| 2023-06-30 | $203k | 16k | 12.70 |
| 2023-03-31 | $174k | 14k | 12.47 |
| 2022-12-31 | $274k | 23k | 11.87 |
| 2022-09-30 | $186k | 17k | 11.02 |
| 2022-06-30 | $73k | 7.3k | 10.00 |
| 2022-03-31 | $79k | 7.1k | 11.12 |
| 2021-12-31 | $56k | 6.9k | 8.17 |
More positions owned by EverSource Wealth Advisors
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