Energy Transfer Equity shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 172k | 17.16 |
| 2025-06-30 | $3.2M | 175k | 18.13 |
| 2025-03-31 | $661k | 36k | 18.59 |
| 2024-12-31 | $673k | 34k | 19.59 |
| 2024-09-30 | $549k | 34k | 16.05 |
| 2024-06-30 | $561k | 35k | 16.22 |
| 2024-03-31 | $596k | 38k | 15.73 |
| 2023-12-31 | $520k | 38k | 13.80 |
| 2023-09-30 | $522k | 37k | 14.03 |
| 2023-06-30 | $460k | 36k | 12.70 |
| 2023-03-31 | $449k | 36k | 12.47 |
| 2022-12-31 | $423k | 36k | 11.87 |
| 2022-09-30 | $328k | 30k | 11.04 |
| 2022-06-30 | $254k | 26k | 9.97 |
| 2022-03-31 | $210k | 19k | 11.19 |
| 2021-12-31 | $108k | 13k | 8.23 |
| 2021-09-30 | $125k | 13k | 9.54 |
| 2021-06-30 | $119k | 11k | 10.67 |
| 2020-09-30 | $70k | 13k | 5.39 |
| 2020-06-30 | $75k | 11k | 7.14 |
| 2020-03-31 | $57k | 13k | 4.58 |
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