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Energy Transfer Equity shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 2.5k 16.49

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Energy Transfer Equity

ALPS Advisors
Invesco
Goldman Sachs Group
Tortoise Capital Advisors
UBS Group
Blackstone Group
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
FMR
Natixis
Neuberger Berman Group
Susquehanna International
Chickasaw Capital Management

View all funds holding Energy Transfer Equity