Energy Transfer Equity shares owned by Summit Financial
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 174k | 15.73 |
| 2023-12-31 | $2.1M | 150k | 13.80 |
| 2023-09-30 | $2.0M | 140k | 14.03 |
| 2023-06-30 | $231k | 18k | 12.70 |
| 2023-03-31 | $127k | 10k | 12.47 |
| 2022-12-31 | $121k | 10k | 11.87 |
| 2022-09-30 | $112k | 10k | 11.03 |
| 2022-06-30 | $102k | 10k | 9.98 |
| 2022-03-31 | $114k | 10k | 11.19 |
| 2021-12-31 | $90k | 11k | 8.23 |
| 2020-06-30 | $107k | 15k | 7.12 |
| 2020-03-31 | $122k | 27k | 4.60 |
| 2019-12-31 | $544k | 42k | 12.83 |
| 2019-06-30 | $696k | 49k | 14.08 |
| 2019-03-31 | $799k | 52k | 15.37 |
| 2018-12-31 | $698k | 53k | 13.21 |