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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
2023-12-31 $276k 20k 13.80
2023-09-30 $281k 20k 14.03
2023-06-30 $254k 20k 12.70

More positions owned by One Charles Private Wealth Services

Acv Auctions Com Cl A (ACVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Listed Fd Tr Horizon Kinetics (INFL)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Technology (XLK)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Communication (XLC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for One Charles Private Wealth Services

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