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Energy Transfer Equity shares owned by Planning Project

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

Historical chart of Planning Project investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Planning Project

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 11k 21.51

More positions owned by Planning Project

Ishares Tr Exchange Trade Fund (IVV)
Ishares Tr Exchange Trade Fund (IEFA)
Ishares Tr Exchange Trade Fund (AGG)
Ishares Tr Exchange Trade Fund (IJH)
Ishares Tr Exchange Trade Fund (LQD)
Ishares Tr Exchange Trade Fund (IJR)
Exxon Mobil Corp Stock (XOM)
Vanguard Scottsdale Fds Exchange Trade Fund (VOO)
Linde Stock (LIN)
Vanguard Scottsdale Fds Exchange Trade Fund (VEA)
Vanguard Bd Index Fds Exchange Trade Fund (BND)
Vanguard Scottsdale Fds Exchange Trade Fund (VOOG)
Conocophillips Stock (COP)
Vanguard Scottsdale Fds Exchange Trade Fund (VO)
Walmart Stock (WMT)

View all positions for Planning Project

Top funds holding Energy Transfer Equity

Morgan Stanley
ALPS Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Invesco
Tortoise Capital Advisors
Blackstone Group
UBS Group
Bank of America Corporation
Energy Income Partners
Mirae Asset Global Etfs Holdings
Kayne Anderson Capital Advisors, L.p
FMR
Natixis
Susquehanna International

View all funds holding Energy Transfer Equity