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Energy Transfer Equity shares owned by Root Financial Partners

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 14k 17.16
2025-06-30 $193k 11k 18.13

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
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Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
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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