Energy Transfer Equity shares owned by Heritage Trust
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $344k | 22k | 15.73 |
| 2023-12-31 | $302k | 22k | 13.80 |
| 2023-09-30 | $267k | 19k | 14.03 |
| 2023-06-30 | $289k | 23k | 12.70 |
| 2023-03-31 | $278k | 22k | 12.47 |
| 2022-12-31 | $264k | 22k | 11.87 |
| 2022-09-30 | $245k | 22k | 10.98 |
| 2022-06-30 | $229k | 23k | 10.06 |
| 2022-03-31 | $258k | 23k | 11.14 |
| 2021-12-31 | $190k | 23k | 8.20 |
| 2021-09-30 | $212k | 22k | 9.59 |
| 2021-06-30 | $235k | 22k | 10.67 |
| 2021-03-31 | $200k | 26k | 7.74 |
| 2020-12-31 | $138k | 22k | 6.19 |
| 2020-09-30 | $119k | 22k | 5.41 |
| 2020-06-30 | $84k | 12k | 7.12 |
| 2020-03-31 | $68k | 15k | 4.64 |
| 2019-12-31 | $207k | 16k | 12.81 |
| 2019-09-30 | $152k | 12k | 13.04 |
| 2019-06-30 | $164k | 12k | 14.07 |
| 2018-12-31 | $119k | 9.0k | 13.24 |