Energy Transfer Equity shares owned by Wealth Effects
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $217k | 14k | 16.05 |
| 2024-06-30 | $219k | 14k | 16.22 |
| 2024-03-31 | $169k | 11k | 15.73 |
| 2023-12-31 | $148k | 11k | 13.80 |
| 2023-09-30 | $147k | 11k | 14.03 |
| 2023-06-30 | $131k | 10k | 12.70 |
| 2023-03-31 | $128k | 10k | 12.47 |
| 2022-12-31 | $119k | 10k | 11.87 |
| 2022-09-30 | $110k | 10k | 11.00 |
| 2022-06-30 | $100k | 10k | 10.00 |
| 2022-03-31 | $119k | 11k | 11.15 |
| 2021-12-31 | $88k | 11k | 8.25 |