Energy Transfer Equity shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG Wealth Advisors investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 14k | 17.16 |
| 2025-06-30 | $248k | 14k | 18.13 |
| 2025-03-31 | $268k | 14k | 18.59 |
| 2024-12-31 | $257k | 13k | 19.59 |
| 2024-09-30 | $210k | 13k | 16.05 |
| 2024-06-30 | $208k | 13k | 16.22 |
| 2024-03-31 | $183k | 12k | 15.73 |
| 2023-12-31 | $141k | 10k | 13.80 |
| 2023-03-31 | $137k | 11k | 12.47 |
| 2022-12-31 | $130k | 11k | 11.87 |
| 2022-09-30 | $392k | 36k | 11.03 |
| 2022-06-30 | $177k | 18k | 9.96 |
| 2022-03-31 | $123k | 11k | 11.20 |