Energy Transfer Equity shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Transfer Equity by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 65k | 16.49 |
| 2025-09-30 | $1.4M | 79k | 17.16 |
| 2025-06-30 | $685k | 38k | 18.13 |
| 2025-03-31 | $864k | 46k | 18.70 |
| 2024-12-31 | $1.9M | 99k | 19.59 |
| 2024-09-30 | $1.5M | 94k | 16.06 |
| 2024-06-30 | $1.0M | 63k | 16.22 |
| 2024-03-31 | $765k | 49k | 15.73 |
| 2023-12-31 | $708k | 51k | 13.80 |
| 2023-06-30 | $598k | 47k | 12.70 |