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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Quarterly reported holdings in Energy Transfer Equity by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 194k | 17.16 |
| 2025-06-30 | $764k | 42k | 18.13 |
| 2025-03-31 | $784k | 42k | 18.59 |
| 2024-12-31 | $3.8M | 193k | 19.59 |
| 2024-09-30 | $3.1M | 191k | 16.05 |
| 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 |