Energy Transfer Equity shares owned by Wealth Alliance
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 15k | 17.16 |
| 2025-06-30 | $284k | 16k | 18.13 |
| 2025-03-31 | $286k | 15k | 18.59 |
| 2024-12-31 | $294k | 15k | 19.59 |
| 2024-09-30 | $437k | 27k | 16.05 |
| 2024-06-30 | $538k | 33k | 16.22 |
| 2024-03-31 | $698k | 44k | 15.73 |
| 2023-12-31 | $677k | 49k | 13.80 |
| 2023-09-30 | $697k | 50k | 14.03 |
| 2023-06-30 | $752k | 59k | 12.70 |
| 2023-03-31 | $700k | 56k | 12.47 |
| 2022-12-31 | $517k | 44k | 11.87 |
| 2022-09-30 | $642k | 58k | 11.04 |
| 2022-06-30 | $408k | 41k | 9.99 |
| 2022-03-31 | $0 | 51k | 0.00 |
| 2021-12-31 | $264k | 32k | 8.23 |
| 2021-09-30 | $247k | 26k | 9.57 |
| 2021-06-30 | $279k | 26k | 10.62 |
| 2021-03-31 | $161k | 21k | 7.70 |
| 2020-12-31 | $176k | 29k | 6.16 |
| 2020-09-30 | $201k | 37k | 5.42 |
| 2020-06-30 | $239k | 34k | 7.11 |
| 2020-03-31 | $172k | 38k | 4.59 |
| 2019-12-31 | $315k | 25k | 12.84 |