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Samantha McLemore’s Energy Transfer Partners ET Stock Holding History

Samantha McLemore’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 		$116M Sell
6,080,678
-7,525
-0.1% -$146K 3.81% 10
2026
Q1 		$118M Buy
6,088,203
+815,328
+15% +$14.9M 4.3% 8
2025
Q4 		$86.9M Buy
5,272,875
+384,737
+8% +$6.4M 3.36% 13
2025
Q3 		$83.9M Buy
4,888,138
+811,782
+20% +$14.2M 3.36% 13
2025
Q2 		$73.9M Sell
4,076,356
-807,407
-17% -$14.1M 3.34% 10
2025
Q1 		$90.8M Sell
4,883,763
-208,119
-4% -$4.05M 4.67% 6
2024
Q4 		$99.7M Sell
5,091,882
-204,948
-4% -$3.63M 4.6% 5
2024
Q3 		$85M Sell
5,296,830
-63,827
-1% -$1.03M 4.17% 7
2024
Q2 		$86.9M Sell
5,360,657
-317,572
-6% -$4.99M 4.62% 5
2024
Q1 		$89.3M Buy
5,678,229
+67,312
+1% +$980K 4.35% 7
2023
Q4 		$77.4M Sell
5,610,917
-4,986
-0.1% -$67.8K 4.1% 6
2023
Q3 		$78.8M Sell
5,615,903
-28,596
-0.5% -$379K 4.62% 5
2023
Q2 		$71.7M Buy
5,644,499
+4,904,699
+663% +$62.2M 3.99% 6
2023
Q1 		$9.23M Hold
739,800
– – 4.11% 3
2022
Q4 		$8.78M Sell
739,800
-21,600
-3% -$259K 4.26% 4
2022
Q3 		$8.4M Hold
761,400
– – 4.19% 5
2022
Q2 		$7.6M Buy
761,400
+152,000
+25% +$1.7M 3.37% 12
2022
Q1 		$6.82M Sell
609,400
-87,600
-13% -$869K 2.31% 19
2021
Q4 		$5.74M Buy
+697,000
New +$6.33M 1.65% 28

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

Samantha McLemore's ET Position: Q2 2026 in Review

Samantha McLemore reduced its Energy Transfer Partners (ET) stake by 0.12% in Q2 2026, selling an estimated $146K and leaving 6,080,678 shares worth $116M. The position accounts for 3.81% of the portfolio, ranked #10.

Samantha McLemore first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $118M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Samantha McLemore held 6,080,678 shares of Energy Transfer Partners worth $116M as of Q2 2026.
  • Samantha McLemore sold 7,525 Energy Transfer Partners shares in Q2 2026, an estimated $146K.
  • Energy Transfer Partners made up 3.81% of Samantha McLemore's portfolio in Q2 2026, its #10 holding.
  • Samantha McLemore first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • Samantha McLemore's Energy Transfer Partners position peaked at $118M in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.