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Energy Transfer Equity shares owned by Lee Financial

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Lee Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $652k 40k 16.22
2024-03-31 $632k 40k 15.73
2023-12-31 $593k 43k 13.80
2023-09-30 $555k 40k 14.03
2023-06-30 $503k 40k 12.70
2023-03-31 $494k 40k 12.47
2022-12-31 $2.0M 165k 11.87
2022-09-30 $1.8M 165k 11.03
2022-06-30 $1.6M 165k 9.98
2022-03-31 $1.8M 165k 11.20
2021-12-31 $1.2M 145k 8.20
2021-09-30 $1.4M 143k 9.55
2021-06-30 $1.5M 143k 10.62
2021-03-31 $1.0M 137k 7.64
2020-12-31 $891k 145k 6.14
2020-09-30 $794k 146k 5.44
2020-06-30 $1.1M 150k 7.10
2020-03-31 $686k 149k 4.61
2019-12-31 $1.3M 99k 12.85
2019-09-30 $1.2M 90k 13.06
2019-06-30 $1.3M 90k 14.07
2019-03-31 $680k 44k 15.38
2018-12-31 $584k 44k 13.21
2018-09-30 $29k 1.7k 17.39
2018-06-30 $122k 7.0k 17.39
2018-03-31 $110k 7.6k 14.39
2017-12-31 $29k 1.7k 17.39
2017-09-30 $29k 1.7k 17.39
2017-06-30 $30k 1.7k 17.99
2017-03-31 $33k 1.7k 19.78
2016-12-31 $32k 1.7k 19.18