Shepherd Wealth Management’s Energy Transfer Partners ET Stock Holding History

Shepherd Wealth Management’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	$316K	Hold	15,500	–	–	0.24%	35
2025 Q4	$269K	Hold	15,500	–	–	0.19%	34
2025 Q3	$263K	Hold	15,500	–	–	0.17%	35
2025 Q2	$271K	Buy	+15,500	New	+$270K	0.18%	37

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 Wealth Management's ET Position: Q1 2026 in Review

Shepherd Wealth Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 15,500 shares worth $316K. The position accounts for 0.24% of the portfolio, ranked #35.

Shepherd Wealth Management first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Shepherd Wealth Management held 15,500 shares of Energy Transfer Partners worth $316K as of Q1 2026.
Shepherd Wealth Management left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.24% of Shepherd Wealth Management's portfolio in Q1 2026, its #35 holding.
Shepherd Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.