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Energy Transfer Equity shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 479k 13.80
2023-09-30 $6.7M 475k 14.03
2023-06-30 $5.6M 441k 12.70
2023-03-31 $5.5M 441k 12.47
2022-12-31 $4.7M 396k 11.87
2022-09-30 $4.4M 398k 11.03
2022-06-30 $3.7M 369k 9.98
2022-03-31 $3.4M 300k 11.19
2021-12-31 $2.3M 283k 8.23
2021-09-30 $3.2M 332k 9.58
2021-06-30 $3.6M 338k 10.63
2021-03-31 $2.7M 353k 7.68
2020-12-31 $2.8M 450k 6.18
2020-09-30 $2.6M 486k 5.42
2020-06-30 $3.5M 486k 7.12
2020-03-31 $2.3M 496k 4.60
2019-12-31 $6.3M 491k 12.83
2019-09-30 $6.4M 487k 13.08
2019-06-30 $6.8M 480k 14.08
2019-03-31 $7.4M 485k 15.37
2018-12-31 $6.6M 500k 13.21
2018-09-30 $3.0M 172k 17.43
2018-06-30 $3.9M 228k 17.25
2018-03-31 $2.5M 179k 14.21
2017-12-31 $3.3M 189k 17.26
2017-09-30 $3.4M 197k 17.38
2017-06-30 $3.7M 206k 17.96
2017-03-31 $4.2M 211k 19.73
2016-12-31 $4.1M 210k 19.31
2016-09-30 $3.7M 222k 16.79
2016-06-30 $3.3M 228k 14.37
2016-03-31 $4.1M 574k 7.13
2015-12-31 $6.8M 491k 13.74
2015-09-30 $12M 581k 20.81
2015-06-30 $19M 298k 64.17
2015-03-31 $19M 294k 63.36
2014-12-31 $16M 286k 57.38
2014-09-30 $17M 286k 58.94
2014-06-30 $17M 286k 58.94
2014-03-31 $13M 287k 46.75
2013-12-31 $11M 140k 81.74
2013-09-30 $9.5M 144k 65.78
2013-06-30 $9.7M 163k 59.82