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Shepherd Kaplan Krochuk’s Energy Transfer Partners ET Stock Holding History

Shepherd Kaplan Krochuk’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 		$3.89M Sell
203,522
-11,439
-5% -$222K 3.09% 9
2026
Q1 		$4.15M Buy
214,961
+10,470
+5% +$192K 3.49% 7
2025
Q4 		$3.37M Sell
204,491
-13,040
-6% -$217K 2.78% 12
2025
Q3 		$3.73M Sell
217,531
-7,237
-3% -$127K 3.06% 9
2025
Q2 		$4.08M Sell
224,768
-5,168
-2% -$90.2K 3.54% 9
2025
Q1 		$4.27M Sell
229,936
-7,691
-3% -$150K 3.66% 8
2024
Q4 		$4.66M Sell
237,627
-15,076
-6% -$267K 3.89% 8
2024
Q3 		$4.06M Buy
252,703
+125
+0% +$2.01K 3.06% 10
2024
Q2 		$4.1M Sell
252,578
-10,005
-4% -$157K 3.24% 9
2024
Q1 		$4.13M Buy
262,583
+5,610
+2% +$81.7K 3.3% 11
2023
Q4 		$3.55M Buy
256,973
+24,581
+11% +$334K 2.88% 12
2023
Q3 		$3.26M Sell
232,392
-46,475
-17% -$616K 2.83% 13
2023
Q2 		$3.54M Buy
278,867
+533
+0.2% +$6.75K 2.8% 15
2023
Q1 		$3.47M Buy
278,334
+12,971
+5% +$164K 3.06% 12
2022
Q4 		$3.15M Sell
265,363
-8,974
-3% -$108K 1.87% 19
2022
Q3 		$3.03M Sell
274,337
-27,754
-9% -$309K 1.52% 18
2022
Q2 		$3.02M Sell
302,091
-16,646
-5% -$186K 1.32% 23
2022
Q1 		$3.57M Sell
318,737
-7,212
-2% -$71.5K 1.35% 21
2021
Q4 		$2.68M Buy
325,949
+5,769
+2% +$52.4K 0.97% 27
2021
Q3 		$3.07M Sell
320,180
-8,919
-3% -$85.6K 1.13% 22
2021
Q2 		$3.5M Sell
329,099
-48,593
-13% -$466K 1.25% 21
2021
Q1 		$2.9M Sell
377,692
-32,505
-8% -$237K 1.12% 22
2020
Q4 		$2.54M Sell
410,197
-75,147
-15% -$455K 0.94% 23
2020
Q3 		$2.63M Buy
485,344
+57,433
+13% +$365K 1.09% 22
2020
Q2 		$3.05M Buy
427,911
+306,192
+252% +$2.27M 1.36% 21
2020
Q1 		$560K Buy
+121,719
New +$1.3M 0.9% 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

Shepherd Kaplan Krochuk's ET Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its Energy Transfer Partners (ET) stake by 5.3% in Q2 2026, selling an estimated $222K and leaving 203,522 shares worth $3.89M. The position accounts for 3.09% of the portfolio, ranked #9.

Shepherd Kaplan Krochuk first reported a position in ET in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.66M in Q4 2024. 1,300 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Shepherd Kaplan Krochuk held 203,522 shares of Energy Transfer Partners worth $3.89M as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 11,439 Energy Transfer Partners shares in Q2 2026, an estimated $222K.
  • Energy Transfer Partners made up 3.09% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #9 holding.
  • Shepherd Kaplan Krochuk first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 26 quarters since.
  • Shepherd Kaplan Krochuk's Energy Transfer Partners position peaked at $4.66M in Q4 2024.
  • 1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.