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Energy Transfer Equity shares owned by Rossmore Private Capital

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Rossmore Private Capital from 13F filings

Historical chart of Rossmore Private Capital investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Rossmore Private Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $414k 30k 13.80
2023-09-30 $225k 16k 14.03
2023-06-30 $203k 16k 12.70

More positions owned by Rossmore Private Capital

Exxon Mobil Corporation (XOM)
Apple (AAPL)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Automatic Data Processing (ADP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Rossmore Private Capital

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Neuberger Berman Group
Mirae Asset Global Investments
Chickasaw Capital Management

View all funds holding Energy Transfer Equity