Energy Transfer Equity shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70k | 4.1k | 17.16 |
| 2025-06-30 | $74k | 4.1k | 18.13 |
| 2025-03-31 | $76k | 4.1k | 18.59 |
| 2024-12-31 | $80k | 4.1k | 19.59 |
| 2024-09-30 | $65k | 4.1k | 16.05 |
| 2024-06-30 | $66k | 4.1k | 16.22 |
| 2024-03-31 | $64k | 4.1k | 15.73 |
| 2023-12-31 | $56k | 4.1k | 13.80 |