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Kerr Financial Planning’s Energy Transfer Partners ET Stock Holding History

Kerr Financial Planning’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 		$229K Buy
11,989
+185
+2% +$3.58K 0.26% 74
2026
Q1 		$230K Sell
11,804
-1,230
-9% -$22.5K 0.16% 72
2025
Q4 		$238K Buy
13,034
+238
+2% +$3.96K 0.32% 70
2025
Q3 		$218K Buy
+12,796
New +$224K 0.31% 68

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Kerr Financial Planning's ET Position: Q2 2026 in Review

Kerr Financial Planning increased its Energy Transfer Partners (ET) stake by 1.6% in Q2 2026, buying an estimated $3.58K and bringing the position to 11,989 shares worth $229K. The position accounts for 0.26% of the portfolio, ranked #74.

Kerr Financial Planning first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $238K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Kerr Financial Planning held 11,989 shares of Energy Transfer Partners worth $229K as of Q2 2026.
  • Kerr Financial Planning bought 185 Energy Transfer Partners shares in Q2 2026, an estimated $3.58K.
  • Energy Transfer Partners made up 0.26% of Kerr Financial Planning's portfolio in Q2 2026, its #74 holding.
  • Kerr Financial Planning first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Energy Transfer Partners position peaked at $238K in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.