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Energy Transfer Equity shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 16k 16.49
2025-09-30 $268k 16k 17.16
2025-06-30 $283k 16k 18.13

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Ssga Active Etf Tr State Street Ult (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for ORBA Wealth Advisors

Top funds holding Energy Transfer Equity

ALPS Advisors
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Natixis
Neuberger Berman Group
Susquehanna International

View all funds holding Energy Transfer Equity