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Energy Transfer Equity shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Jim Saulnier & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 12k 17.16
2025-06-30 $218k 12k 18.13
2025-03-31 $219k 12k 18.59
2024-12-31 $227k 12k 19.59
2024-09-30 $183k 11k 16.05

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
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

View all funds holding Energy Transfer Equity