TrueWealth Advisors »

Energy Transfer Equity shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 14k 17.16
2025-06-30 $291k 16k 18.13
2025-03-31 $357k 19k 18.59
2024-12-31 $316k 16k 19.59
2024-09-30 $221k 14k 16.05
2024-06-30 $171k 11k 16.22

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Susquehanna International
Natixis

View all funds holding Energy Transfer Equity