Energy Transfer Equity shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 239k | 15.73 |
| 2023-12-31 | $3.5M | 255k | 13.80 |
| 2023-09-30 | $3.6M | 259k | 14.03 |
| 2023-06-30 | $2.2M | 172k | 12.70 |
| 2023-03-31 | $2.0M | 163k | 12.47 |
| 2022-12-31 | $1.3M | 113k | 11.87 |
| 2022-09-30 | $1.2M | 109k | 11.03 |
| 2022-06-30 | $1.3M | 134k | 9.98 |
| 2022-03-31 | $1.4M | 123k | 11.19 |
| 2021-12-31 | $1.0M | 123k | 8.23 |
| 2021-09-30 | $1.1M | 116k | 9.58 |
| 2021-06-30 | $1.2M | 115k | 10.63 |
| 2021-03-31 | $825k | 107k | 7.68 |
| 2020-12-31 | $593k | 96k | 6.18 |
| 2020-09-30 | $454k | 84k | 5.42 |
| 2020-06-30 | $1.8M | 249k | 7.12 |
| 2020-03-31 | $1.1M | 194k | 5.81 |
| 2019-12-31 | $2.7M | 209k | 12.83 |
| 2019-09-30 | $2.1M | 163k | 13.08 |
| 2019-06-30 | $2.0M | 142k | 14.08 |
| 2019-03-31 | $1.4M | 89k | 15.37 |
| 2018-12-31 | $451k | 34k | 13.22 |
| 2018-09-30 | $505k | 33k | 15.54 |
| 2018-06-30 | $379k | 22k | 17.43 |
| 2018-03-31 | $308k | 22k | 14.23 |
| 2017-12-31 | $311k | 18k | 17.24 |
| 2017-09-30 | $208k | 12k | 17.34 |