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Energy Transfer Equity shares owned by McAdam

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

Historical chart of McAdam investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by McAdam

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 78k 15.73
2023-12-31 $1.1M 78k 13.80
2023-09-30 $1.1M 78k 14.03
2023-06-30 $991k 78k 12.70
2023-03-31 $968k 78k 12.47

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
Mirae Asset Global Investments
ClearBridge Advisors
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Neuberger Berman Group
Chickasaw Capital Management

View all funds holding Energy Transfer Equity