Energy Transfer Equity shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 85k | 17.16 |
| 2025-06-30 | $1.5M | 85k | 18.13 |
| 2025-03-31 | $1.6M | 85k | 18.59 |
| 2024-12-31 | $1.7M | 86k | 19.59 |
| 2024-09-30 | $1.3M | 84k | 16.05 |
| 2024-06-30 | $1.4M | 84k | 16.22 |
| 2024-03-31 | $1.3M | 84k | 15.73 |
| 2023-09-30 | $1.2M | 84k | 14.03 |
| 2023-06-30 | $1.1M | 84k | 12.70 |
| 2023-03-31 | $1.0M | 84k | 12.47 |
| 2022-12-31 | $997k | 84k | 11.87 |
| 2022-09-30 | $927k | 84k | 11.03 |
| 2022-06-30 | $838k | 84k | 9.98 |
| 2022-03-31 | $940k | 84k | 11.19 |
| 2021-12-31 | $691k | 84k | 8.23 |
| 2021-09-30 | $805k | 84k | 9.58 |
| 2021-06-30 | $893k | 84k | 10.63 |
| 2021-03-31 | $645k | 84k | 7.68 |
| 2020-12-31 | $519k | 84k | 6.18 |
More positions owned by Summit Financial Strategies
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