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Energy Transfer Equity shares owned by Worth Asset Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $118k 9.3k 12.70
2023-03-31 $115k 9.2k 12.47
2022-12-31 $109k 9.2k 11.87
2022-09-30 $146k 13k 10.96
2022-06-30 $121k 12k 10.00
2022-03-31 $174k 16k 10.71

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding Energy Transfer Equity

ALPS Advisors
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Susquehanna International
Natixis
Westwood Holdings

View all funds holding Energy Transfer Equity