Regent Peak Wealth Advisors »

Energy Transfer Equity shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $304k 16k 19.59
2024-09-30 $249k 16k 16.05
2024-06-30 $252k 16k 16.22
2024-03-31 $244k 16k 15.73
2023-12-31 $215k 16k 13.80
2023-09-30 $218k 16k 14.03
2023-06-30 $197k 16k 12.70
2023-03-31 $194k 16k 12.47

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Russell 1000 Growth Etf Etf (IWF)
Tesla Stock (TSLA)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)

View all positions for Regent Peak Wealth Advisors

Top funds holding Energy Transfer Equity

Blackstone Group
ALPS Advisors
Invesco
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
Kayne Anderson Capital Advisors, L.p
Mirae Asset Global Etfs Holdings
Abrams Capital Management
ClearBridge Advisors
Chickasaw Capital Management
Susquehanna International
Westwood Holdings
Natixis
Atlantic Trust

View all funds holding Energy Transfer Equity