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Energy Transfer Equity shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $190k 12k 16.05
2024-06-30 $192k 12k 16.22
2023-12-31 $149k 11k 13.80
2023-09-30 $151k 11k 14.03

More positions owned by Key Client Fiduciary Advisors

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Microsoft Corporation (MSFT)
First Tr Exchange Traded Indxx Aerospace (MISL)
First Tr Morningstar Divid L SHS (FDL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Amazon (AMZN)
Oracle Corporation Put Option (ORCL)
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NVIDIA Corporation (NVDA)
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First Tr Exchange Traded Consumr Staple (FXG)
Annaly Capital Management In Com New (NLY)
Wal-Mart Stores (WMT)

View all positions for Key Client Fiduciary 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