Energy Transfer Equity shares owned by Plan Group Financial
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 83k | 17.16 |
| 2025-06-30 | $1.8M | 101k | 18.13 |
| 2025-03-31 | $3.0M | 159k | 18.59 |
| 2024-12-31 | $1.0M | 52k | 19.59 |
| 2024-09-30 | $711k | 44k | 16.05 |
| 2024-06-30 | $630k | 39k | 16.22 |
| 2024-03-31 | $265k | 17k | 15.73 |
| 2023-06-30 | $381k | 30k | 12.70 |