Energy Transfer Equity shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 28k | 17.16 |
| 2025-06-30 | $508k | 28k | 18.13 |
| 2025-03-31 | $405k | 22k | 18.59 |
| 2024-12-31 | $426k | 22k | 19.59 |
| 2024-09-30 | $388k | 24k | 16.05 |
| 2024-06-30 | $396k | 24k | 16.22 |
| 2024-03-31 | $314k | 20k | 15.73 |
| 2023-09-30 | $224k | 16k | 14.03 |
| 2023-06-30 | $203k | 16k | 12.70 |
| 2019-12-31 | $80k | 6.2k | 12.84 |
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