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Energy Transfer Equity shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $456k 29k 15.73
2023-09-30 $407k 29k 14.03
2023-06-30 $369k 29k 12.70
2023-03-31 $362k 29k 12.47
2022-12-31 $344k 29k 11.87
2022-06-30 $290k 29k 9.99
2022-03-31 $649k 58k 11.18
2021-12-31 $615k 75k 8.23
2021-09-30 $725k 76k 9.58
2021-06-30 $617k 58k 10.63
2021-03-31 $446k 58k 7.69
2020-12-31 $359k 58k 6.19
2020-09-30 $315k 58k 5.43
2020-06-30 $413k 58k 7.12
2020-03-31 $267k 58k 4.60
2019-12-31 $745k 58k 12.84
2019-09-30 $759k 58k 13.08
2019-06-30 $817k 58k 14.08
2019-03-31 $1.1M 73k 15.38
2018-12-31 $1.1M 87k 13.21
2018-09-30 $1.5M 87k 17.43
2018-06-30 $1.5M 87k 17.25
2018-03-31 $1.2M 87k 14.21
2017-12-31 $1.5M 87k 17.25
2017-09-30 $1.5M 87k 17.38
2017-06-30 $1.6M 87k 17.96
2017-03-31 $1.7M 87k 19.72
2016-12-31 $1.7M 87k 19.31
2016-09-30 $1.5M 87k 16.80
2016-06-30 $1.3M 87k 14.37
2016-03-31 $621k 87k 7.13
2015-12-31 $1.2M 87k 13.74
2015-09-30 $1.8M 87k 20.80
2015-06-30 $2.8M 44k 64.17
2015-03-31 $2.8M 44k 63.37
2014-12-31 $2.5M 44k 57.37
2014-09-30 $2.7M 44k 61.68
2014-06-30 $2.6M 44k 58.93
2014-03-31 $2.0M 44k 46.76
2013-12-31 $1.8M 22k 81.75

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Morgan Stanley
Bank of America Corporation
UBS Group
Tortoise Capital Advisors
Jpmorgan Chase & Co
ClearBridge Advisors
Energy Income Partners
First Reserve GP XIII
FMR
Kayne Anderson Capital Advisors, L.p
Natixis
Abrams Capital Management

View all funds holding Energy Transfer Equity