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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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 Kaplan Krochuk's ET Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its Energy Transfer Partners (ET) stake by 5.1% in Q1 2026, buying an estimated $192K and bringing the position to 214,961 shares worth $4.15M. The position accounts for 3.49% of the portfolio, ranked #7.

Shepherd Kaplan Krochuk first reported a position in ET in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.66M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Shepherd Kaplan Krochuk held 214,961 shares of Energy Transfer Partners worth $4.15M as of Q1 2026.
  • Shepherd Kaplan Krochuk bought 10,470 Energy Transfer Partners shares in Q1 2026, an estimated $192K.
  • Energy Transfer Partners made up 3.49% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #7 holding.
  • Shepherd Kaplan Krochuk first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 25 quarters since.
  • Shepherd Kaplan Krochuk's Energy Transfer Partners position peaked at $4.66M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.