ET ENERGY TRANSFER EQUITY L P

Ownership history in MATHER GROUP, LLC.  ·  19 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ENERGY TRANSFER EQUITY L P (ET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2014 Q2)
Avg. % of fund
0.02%
First filed
2014 Q2
Last filed
2025 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 11,367 0% 0.00% $195K $16.51
2025 Q2 REDUCED 11,367 -4,629 -28.9% 0.00% $206K $17.12
2025 Q1 ADDED 15,996 +60 +0.4% 0.00% $297K $17.22
2024 Q4 REDUCED 15,936 -60 -0.4% 0.00% $312K $17.86
2024 Q3 REDUCED 15,996 -28,522 -64.1% 0.00% $257K $14.36
2024 Q2 ADDED 44,518 +21,740 +95.4% 0.01% $700K $14.23
2024 Q1 REDUCED 22,778 -15,839 -41.0% 0.00% $314K $13.53
2023 Q4 REDUCED 38,617 -2,120 -5.2% 0.01% $533K $11.60
2023 Q3 ADDED 40,737 +81 +0.2% 0.01% $572K $11.53
2023 Q2 ADDED 40,656 +144 +0.4% 0.01% $516K $10.19
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ET price (monthly, adj. close)
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