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Energy Transfer Equity shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $494k 25k 19.59
2024-09-30 $392k 24k 16.05

More positions owned by TrinityPoint Wealth

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Honeywell International (HON)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Select Sector Spdr Tr Financial (XLF)

View all positions for TrinityPoint Wealth

Top funds holding Energy Transfer Equity

Morgan Stanley
Goldman Sachs Group
ALPS Advisors
Invesco
Blackstone Group
Jpmorgan Chase & Co
UBS Group
FMR
Bank of America Corporation
Tortoise Capital Advisors
Kayne Anderson Capital Advisors, L.p
First Reserve GP XIII
Energy Income Partners
Mirae Asset Global Etfs Holdings
Abrams Capital Management

View all funds holding Energy Transfer Equity