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Energy Transfer Equity shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 245k 16.05
2024-06-30 $4.0M 248k 16.22
2024-03-31 $3.5M 225k 15.73
2023-12-31 $3.1M 223k 13.80

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Invesco
Bank of America Corporation
Tortoise Capital Advisors
FMR
UBS Group
Jpmorgan Chase & Co
First Reserve GP XIII
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
Mirae Asset Global Etfs Holdings
Abrams Capital Management
ClearBridge Advisors

View all funds holding Energy Transfer Equity