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Energy Transfer Equity shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 796k 16.05
2024-06-30 $14M 830k 16.22
2024-03-31 $12M 786k 15.73
2023-12-31 $11M 790k 13.80

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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