Energy Transfer Equity shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $231k | 14k | 16.49 |
| 2025-09-30 | $226k | 13k | 17.16 |
| 2025-06-30 | $242k | 13k | 18.13 |
| 2025-03-31 | $229k | 12k | 18.59 |
| 2024-12-31 | $238k | 12k | 19.59 |
| 2024-09-30 | $193k | 12k | 16.05 |
| 2024-06-30 | $192k | 12k | 16.22 |
| 2024-03-31 | $182k | 12k | 15.73 |
| 2023-12-31 | $157k | 11k | 13.80 |
| 2023-09-30 | $157k | 11k | 14.03 |
| 2023-06-30 | $140k | 11k | 12.70 |
| 2023-03-31 | $129k | 10k | 12.47 |
| 2022-12-31 | $121k | 10k | 11.87 |
| 2022-09-30 | $110k | 10k | 10.98 |
| 2020-12-31 | $19k | 3.2k | 5.94 |
More positions owned by Safeguard Investment Advisory Group
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