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Energy Transfer Equity shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 11k 19.12

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Forbes Financial Planning

Top funds holding Energy Transfer Equity

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

View all funds holding Energy Transfer Equity