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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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