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Energy Transfer Equity shares owned by Morton Capital Management

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

Historical chart of Morton Capital Management investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $724k 45k 16.05
2024-06-30 $720k 44k 16.22
2024-03-31 $687k 44k 15.73
2023-12-31 $592k 43k 13.80
2023-09-30 $591k 42k 14.03
2023-06-30 $525k 41k 12.70
2023-03-31 $506k 41k 12.47
2022-12-31 $440k 37k 11.87
2022-09-30 $402k 36k 11.03
2022-06-30 $358k 36k 9.98
2022-03-31 $337k 30k 11.19
2021-12-31 $244k 30k 8.23