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Energy Transfer Equity shares owned by Michels Family Financial

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

Historical chart of Michels Family Financial investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Michels Family Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $418k 22k 19.30
2025-12-31 $327k 20k 16.49
2025-09-30 $387k 23k 17.16
2025-06-30 $439k 24k 18.13
2025-03-31 $483k 26k 18.59
2024-12-31 $502k 26k 19.59

More positions owned by Michels Family Financial

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)

View all positions for Michels Family Financial

Top funds holding Energy Transfer Equity

Morgan Stanley
ALPS Advisors
Goldman Sachs Group
Invesco
Tortoise Capital Advisors
Blackstone Group
UBS Group
Bank of America Corporation
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Mirae Asset Global Etfs Holdings
First Reserve GP XIII
FMR
Natixis
Westwood Holdings

View all funds holding Energy Transfer Equity