Energy Transfer Equity shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $276k | 20k | 13.80 |
| 2023-09-30 | $266k | 20k | 13.31 |
| 2023-06-30 | $254k | 20k | 12.70 |
| 2023-03-31 | $249k | 20k | 12.47 |
| 2022-12-31 | $237k | 20k | 11.87 |
| 2022-09-30 | $249k | 20k | 12.45 |
| 2022-06-30 | $212k | 20k | 10.60 |
| 2022-03-31 | $224k | 20k | 11.20 |
| 2021-12-31 | $178k | 20k | 8.90 |
| 2021-09-30 | $192k | 20k | 9.60 |
| 2021-06-30 | $213k | 20k | 10.65 |
| 2021-03-31 | $124k | 20k | 6.20 |
| 2020-12-31 | $108k | 20k | 5.40 |
| 2020-09-30 | $103k | 20k | 5.15 |
| 2020-03-31 | $360k | 65k | 5.54 |
More positions owned by Summit Financial Wealth Advisors
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