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Energy Transfer Equity shares owned by Laidlaw Wealth Management

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

Historical chart of Laidlaw Wealth Management investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 18k 13.80
2023-09-30 $208k 15k 14.03
2023-06-30 $266k 21k 12.70
2023-03-31 $215k 17k 12.47
2022-03-31 $187k 17k 11.16

More positions owned by Laidlaw Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
UnitedHealth (UNH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Laidlaw Wealth Management

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Neuberger Berman Group
Mirae Asset Global Investments
Chickasaw Capital Management

View all funds holding Energy Transfer Equity