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

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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
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

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Neuberger Berman Group
Mirae Asset Global Investments
Chickasaw Capital Management

View all funds holding Energy Transfer Equity