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Energy Transfer Equity shares owned by Quantum Financial Planning Services

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

Historical chart of Quantum Financial Planning Services investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Quantum Financial Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $172k 10k 17.16
2025-06-30 $181k 10k 18.13

More positions owned by Quantum Financial Planning Services

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quantum Financial Planning Services

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
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
Susquehanna International
Natixis

View all funds holding Energy Transfer Equity