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Energy Transfer Equity shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 132k 16.49
2025-03-31 $413k 22k 18.59
2024-12-31 $539k 28k 19.59
2024-09-30 $445k 28k 16.05
2024-06-30 $513k 32k 16.22
2020-06-30 $3.0k 373 8.04
2020-03-31 $999 245 4.08
2019-12-31 $3.0k 245 12.24

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPBO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding Energy Transfer Equity

ALPS Advisors
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Natixis
Neuberger Berman Group
Susquehanna International

View all funds holding Energy Transfer Equity