Energy Transfer Equity shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 15k | 17.16 |
| 2025-06-30 | $272k | 15k | 18.13 |
| 2025-03-31 | $269k | 15k | 18.57 |
| 2024-12-31 | $284k | 15k | 19.60 |
| 2024-09-30 | $219k | 14k | 16.08 |
| 2024-06-30 | $213k | 13k | 16.18 |
| 2024-03-31 | $234k | 15k | 15.72 |
| 2023-12-31 | $250k | 18k | 13.81 |
| 2023-09-30 | $268k | 19k | 14.02 |