Energy Transfer Equity shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in Energy Transfer Equity
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All positions including Energy Transfer Equity held by Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172k | 10k | 17.20 |
| 2025-06-30 | $254k | 14k | 18.14 |
| 2025-03-31 | $260k | 14k | 18.57 |
| 2024-12-31 | $274k | 14k | 19.57 |
| 2024-09-30 | $225k | 14k | 16.07 |
| 2024-06-30 | $229k | 14k | 16.19 |
| 2024-03-31 | $222k | 14k | 15.70 |
| 2023-12-31 | $193k | 14k | 13.79 |
| 2023-09-30 | $63k | 4.5k | 14.00 |
| 2023-06-30 | $57k | 4.5k | 12.67 |
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