Energy Transfer Equity shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 218k | 1.11 |
| 2025-06-30 | $244k | 218k | 1.12 |
| 2025-03-31 | $260k | 234k | 1.11 |
| 2024-12-31 | $38k | 1.9k | 19.59 |
| 2024-09-30 | $24k | 1.5k | 16.05 |
| 2024-06-30 | $24k | 1.5k | 16.22 |
| 2024-03-31 | $24k | 1.5k | 15.73 |
| 2023-12-31 | $21k | 1.5k | 13.80 |
| 2023-09-30 | $21k | 1.5k | 14.03 |
| 2023-06-30 | $19k | 1.5k | 12.70 |
| 2023-03-31 | $19k | 1.5k | 12.47 |
| 2022-12-31 | $18k | 1.5k | 11.87 |
| 2022-09-30 | $16k | 1.5k | 10.67 |