KCM Investment Advisors’s Energy Transfer Partners ET Stock Holding History

KCM Investment Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$874K	Hold	45,700	–	–	0.03%	229
2026 Q1	$882K	Sell	45,700 -1,300	-3%	-$23.8K	0.03%	218
2025 Q4	$775K	Hold	47,000	–	–	0.02%	229
2025 Q3	$807K	Sell	47,000 -300	-0.6%	-$5.26K	0.03%	228
2025 Q2	$858K	Hold	47,300	–	–	0.03%	222
2025 Q1	$879K	Hold	47,300	–	–	0.03%	215
2024 Q4	$927K	Hold	47,300	–	–	0.03%	211
2024 Q3	$759K	Buy	47,300 +300	+0.6%	+$4.83K	0.03%	231
2024 Q2	$762K	Hold	47,000	–	–	0.03%	230
2024 Q1	$739K	Hold	47,000	–	–	0.03%	230
2023 Q4	$649K	Buy	47,000 +1,300	+3%	+$17.7K	0.03%	233
2023 Q3	$641K	Hold	45,700	–	–	0.03%	226
2023 Q2	$580K	Hold	45,700	–	–	0.02%	245
2023 Q1	$570K	Hold	45,700	–	–	0.02%	253
2022 Q4	$542K	Buy	45,700 +500	+1%	+$6K	0.02%	259
2022 Q3	$499K	Buy	45,200 +1,000	+2%	+$11.1K	0.02%	248
2022 Q2	$441K	Buy	+44,200	New	+$495K	0.02%	274
2015 Q3	–	Sell	-16,000	Closed	-$513K	–	526
2015 Q2	$513K	Hold	16,000	–	–	0.04%	346
2015 Q1	$507K	Hold	16,000	–	–	0.04%	343
2014 Q4	$459K	Hold	16,000	–	–	0.04%	351
2014 Q3	$494K	Sell	16,000 -4,000	-20%	-$117K	0.05%	320
2014 Q2	$589K	Sell	20,000 -3,600	-15%	-$91K	0.06%	288
2014 Q1	$552K	Hold	23,600	–	–	0.06%	286
2013 Q4	$482K	Sell	23,600 -800	-3%	-$14.4K	0.05%	290
2013 Q3	$401K	Hold	24,400	–	–	0.05%	315
2013 Q2	$365K	Buy	+24,400	New	+$356K	0.04%	330

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KCM Investment Advisors's ET Position: Q2 2026 in Review

KCM Investment Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 45,700 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #229.

KCM Investment Advisors first reported a position in ET in Q2 2013 and has held it in 26 quarters since. The position peaked at $927K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

KCM Investment Advisors held 45,700 shares of Energy Transfer Partners worth $874K as of Q2 2026.
KCM Investment Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.03% of KCM Investment Advisors's portfolio in Q2 2026, its #229 holding.
KCM Investment Advisors first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 26 quarters since.
KCM Investment Advisors's Energy Transfer Partners position peaked at $927K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.