Energy Transfer Equity shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Energy Transfer Equity
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All positions including Energy Transfer Equity held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 19k | 17.16 |
| 2025-06-30 | $329k | 18k | 18.13 |
| 2025-03-31 | $258k | 14k | 18.59 |
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