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Energy Transfer Equity shares owned by Fulcrum Wealth Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Fulcrum Wealth Advisors from 13F filings

Historical chart of Fulcrum Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Fulcrum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $398k 24k 16.49

More positions owned by Fulcrum Wealth Advisors

Etfs Gold Tr Physcl Gold Shs (SGOL)
Sprott Asset Management Physical Gold Tr (PHYS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Cummins (CMI)
International Business Machines (IBM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Apple (AAPL)

View all positions for Fulcrum Wealth Advisors

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