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Energy Transfer Equity shares owned by Financial Plan

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

Historical chart of Financial Plan investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 15k 16.49

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Energy Transfer Equity

ALPS Advisors
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
Westwood Holdings

View all funds holding Energy Transfer Equity