Energy Transfer Equity shares owned by Forum Financial Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 102k | 17.16 |
| 2025-06-30 | $2.2M | 120k | 18.13 |
| 2025-03-31 | $2.2M | 118k | 18.59 |
| 2024-12-31 | $2.5M | 126k | 19.59 |
| 2024-09-30 | $2.0M | 124k | 16.05 |
| 2024-06-30 | $2.0M | 123k | 16.22 |
| 2024-03-31 | $1.9M | 119k | 15.73 |
| 2023-12-31 | $1.6M | 115k | 13.80 |
| 2023-09-30 | $1.8M | 125k | 14.03 |
| 2023-06-30 | $130k | 10k | 12.70 |
| 2022-12-31 | $127k | 11k | 11.87 |
More positions owned by Forum Financial Management
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