Shepherd Financial Partners’s Energy Transfer Partners ET Stock Holding History

Shepherd Financial Partners’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 Q1	$384K	Sell	19,887 -2,577	-11%	-$47.2K	0.04%	180
2025 Q4	$370K	Buy	22,464 +278	+1%	+$4.63K	0.03%	185
2025 Q3	$381K	Buy	22,186 +265	+1%	+$4.64K	0.04%	180
2025 Q2	$397K	Buy	21,921 +8,246	+60%	+$144K	0.04%	171
2025 Q1	$254K	Buy	13,675 +215	+2%	+$4.19K	0.03%	209
2024 Q4	$264K	Buy	13,460 +238	+2%	+$4.21K	0.03%	189
2024 Q3	$212K	Buy	13,222 +253	+2%	+$4.07K	0.03%	208
2024 Q2	$210K	Buy	12,969 +251	+2%	+$3.94K	0.03%	205
2024 Q1	$200K	Buy	12,718 +267	+2%	+$3.89K	0.03%	213
2023 Q4	$172K	Buy	12,451 +278	+2%	+$3.78K	0.02%	208
2023 Q3	$171K	Buy	12,173 +281	+2%	+$3.73K	0.03%	186
2023 Q2	$151K	Buy	11,892 +278	+2%	+$3.52K	0.02%	184
2023 Q1	$145K	Buy	11,614 +269	+2%	+$3.4K	0.02%	177
2022 Q4	$135K	Buy	11,345 +242	+2%	+$2.9K	0.02%	168
2022 Q3	$122K	Buy	11,103 +210	+2%	+$2.34K	0.02%	164
2022 Q2	$109K	Buy	10,893 +193	+2%	+$2.16K	0.02%	160
2022 Q1	$120K	Buy	+10,700	New	+$106K	0.02%	157

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Shepherd Financial Partners's ET Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Energy Transfer Partners (ET) stake by 11% in Q1 2026, selling an estimated $47.2K and leaving 19,887 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #180.

Shepherd Financial Partners first reported a position in ET in Q1 2022 and has held it in 17 quarters since. The position peaked at $397K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Shepherd Financial Partners held 19,887 shares of Energy Transfer Partners worth $384K as of Q1 2026.
Shepherd Financial Partners sold 2,577 Energy Transfer Partners shares in Q1 2026, an estimated $47.2K.
Energy Transfer Partners made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #180 holding.
Shepherd Financial Partners first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 17 quarters since.
Shepherd Financial Partners's Energy Transfer Partners position peaked at $397K in Q2 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.