Energy Transfer Equity shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 16k | 17.16 |
| 2025-06-30 | $280k | 16k | 18.13 |
| 2025-03-31 | $241k | 13k | 18.59 |
| 2024-12-31 | $244k | 13k | 19.59 |
| 2024-09-30 | $195k | 12k | 16.05 |
| 2024-06-30 | $197k | 12k | 16.22 |
| 2024-03-31 | $191k | 12k | 15.73 |
| 2023-12-31 | $13k | 960 | 13.80 |
| 2023-09-30 | $14k | 960 | 14.03 |
| 2023-06-30 | $12k | 960 | 12.70 |
| 2023-03-31 | $12k | 960 | 12.47 |
| 2022-12-31 | $11k | 960 | 11.87 |
| 2022-09-30 | $11k | 960 | 11.46 |
| 2022-06-30 | $10k | 960 | 10.42 |
| 2022-03-31 | $11k | 960 | 11.46 |
| 2021-12-31 | $8.0k | 960 | 8.33 |
| 2021-06-30 | $351k | 33k | 10.64 |
| 2019-06-30 | $96k | 6.8k | 14.09 |
| 2019-03-31 | $104k | 6.8k | 15.33 |
| 2018-12-31 | $91k | 6.9k | 13.27 |
More positions owned by Mark Sheptoff Financial Planning
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