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Energy Transfer Equity shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Excelsior Advisor Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $902k 47k 19.30

More positions owned by Excelsior Advisor Network

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Financial Bankshares (FFIN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Aer Def Etf (ITA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Excelsior Advisor Network

Top funds holding Energy Transfer Equity

Morgan Stanley
ALPS Advisors
Goldman Sachs Group
Invesco
Tortoise Capital Advisors
Blackstone Group
UBS Group
Bank of America Corporation
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Mirae Asset Global Etfs Holdings
First Reserve GP XIII
FMR
Natixis
Westwood Holdings

View all funds holding Energy Transfer Equity