Energy Transfer Equity shares owned by Westwood Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Westwood Wealth Management
from 13F filings
Historical chart of Westwood Wealth Management investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Transfer Equity by Westwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $304k | 16k | 19.59 |
| 2024-09-30 | $249k | 16k | 16.05 |
| 2024-06-30 | $243k | 15k | 16.22 |
| 2024-03-31 | $236k | 15k | 15.73 |
| 2023-12-31 | $207k | 15k | 13.80 |
| 2023-09-30 | $182k | 13k | 14.03 |
| 2023-06-30 | $165k | 13k | 12.70 |
| 2023-03-31 | $162k | 13k | 12.47 |
| 2022-12-31 | $154k | 13k | 11.87 |
More positions owned by Westwood Wealth Management
View all positions for Westwood Wealth Management