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Energy Transfer Equity shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $921k 56k 16.49