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Energy Transfer Equity shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 14k 19.12
2026-03-31 $560k 29k 19.30
2025-12-31 $238k 15k 16.49
2025-09-30 $257k 15k 17.16
2022-06-30 $18k 1.8k 9.92
2022-03-31 $31k 2.8k 11.02
2021-12-31 $21k 2.6k 8.21
2021-09-30 $24k 2.6k 9.39
2021-06-30 $19k 1.8k 10.54
2021-03-31 $14k 1.8k 7.77
2020-12-31 $30k 4.9k 6.11
2020-09-30 $37k 6.9k 5.37
2020-06-30 $49k 6.9k 7.12
2020-03-31 $33k 7.2k 4.60
2019-12-31 $92k 7.2k 12.83
2019-09-30 $96k 7.3k 13.14
2019-06-30 $137k 9.7k 14.18
2019-03-31 $109k 7.1k 15.36
2018-12-31 $94k 7.1k 13.25
2018-09-30 $5.0k 300 16.67