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Energy Transfer Equity shares owned by Westwood Holdings

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $220M 16M 14.03
2023-06-30 $192M 15M 12.70
2023-03-31 $204M 16M 12.47
2022-12-31 $213M 18M 11.87
2022-09-30 $22M 2.0M 11.03
2022-06-30 $26M 2.6M 9.98
2022-03-31 $35M 3.1M 11.19
2021-12-31 $24M 2.9M 8.23
2021-09-30 $27M 2.8M 9.58
2021-06-30 $33M 3.1M 10.63
2021-03-31 $16M 2.1M 7.68
2020-12-31 $7.2M 1.2M 6.18
2020-09-30 $6.5M 1.2M 5.42
2020-06-30 $13M 1.9M 7.12
2020-03-31 $5.2M 1.1M 4.60
2019-12-31 $17M 1.3M 12.83
2019-09-30 $17M 1.3M 13.08
2019-06-30 $21M 1.5M 14.08
2019-03-31 $24M 1.5M 15.37
2018-12-31 $31M 2.3M 13.21
2018-09-30 $9.1M 522k 17.43
2018-06-30 $12M 666k 17.25
2018-03-31 $10M 701k 14.21
2017-12-31 $11M 621k 17.26
2017-09-30 $11M 621k 17.38
2017-06-30 $9.3M 518k 17.96
2017-03-31 $5.3M 269k 19.73
2016-12-31 $5.1M 266k 19.31
2016-09-30 $25k 1.5k 17.12
2016-06-30 $21k 1.5k 14.38
2016-03-31 $566k 79k 7.13
2015-12-31 $25M 1.8M 13.74
2015-09-30 $38M 1.8M 20.81
2015-06-30 $54M 848k 64.17
2015-03-31 $57M 901k 63.36
2014-12-31 $51M 887k 57.38
2014-09-30 $51M 820k 61.69
2014-06-30 $48M 820k 58.94
2014-03-31 $41M 867k 46.75
2013-12-31 $38M 469k 81.74
2013-09-30 $34M 515k 65.78
2013-06-30 $38M 641k 59.82