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Energy Transfer Equity shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 174k 16.05
2024-03-31 $2.6M 166k 15.73
2023-12-31 $2.3M 168k 13.80
2022-12-31 $2.1M 173k 11.87
2022-09-30 $1.9M 174k 11.03

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Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Invesco
Morgan Stanley
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
Mirae Asset Global Etfs Holdings
Abrams Capital Management
ClearBridge Advisors
Neuberger Berman Group
Chickasaw Capital Management

View all funds holding Energy Transfer Equity