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Energy Transfer Equity shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 69k 16.05
2024-03-31 $315k 20k 15.73
2023-12-31 $276k 20k 13.80
2023-09-30 $281k 20k 14.03
2023-06-30 $254k 20k 12.70

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Acv Auctions Com Cl A (ACVA)
Texas Pacific Land Corp (TPL)
Listed Fd Tr Horizon Kinetics (INFL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ark Etf Tr Innovation Etf (ARKK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for One Charles Private Wealth Services

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Invesco
Morgan Stanley
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
Mirae Asset Global Etfs Holdings
Abrams Capital Management
ClearBridge Advisors
Neuberger Berman Group
Chickasaw Capital Management

View all funds holding Energy Transfer Equity