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
Download as csvQuarterly reported holdings in Energy Transfer Equity by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 185k | 17.16 |
| 2025-06-30 | $3.5M | 194k | 18.13 |
| 2025-03-31 | $3.7M | 200k | 18.59 |
| 2024-12-31 | $3.6M | 186k | 19.59 |
| 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 |