Energy Transfer Equity shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178k | 10k | 17.16 |
| 2025-06-30 | $188k | 10k | 18.13 |
| 2025-03-31 | $192k | 10k | 18.59 |
| 2024-12-31 | $203k | 10k | 19.59 |
| 2024-09-30 | $166k | 10k | 16.05 |
| 2024-06-30 | $169k | 10k | 16.22 |
| 2024-03-31 | $163k | 10k | 15.73 |
| 2023-12-31 | $144k | 10k | 13.80 |
| 2019-09-30 | $132k | 10k | 13.13 |
| 2019-06-30 | $142k | 10k | 14.12 |
| 2019-03-31 | $155k | 10k | 15.41 |
| 2018-12-31 | $146k | 11k | 13.24 |