Shepherd Financial Partners LLC

Position in ET — Energy Transfer LP

CIK 1696628 WINCHESTER, MA

Position in ET

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$380,679

-$3,140 QoQ

Shares Held

19,910

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#799

of 1,278 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,943,629 across 5 Oil & Gas Midstream names. ET ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	18,262	$1,357,597
2	EPD	Enterprise Products Partners L.P.	14,030	$515,742
3	ENB	Enbridge Inc	8,440	$457,532
4	ET	Energy Transfer LP This page	19,910	$380,679
5	MPLX	Mplx LP	4,120	$232,079

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,679	19,910	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$383,819	19,887	-11.5%	Shares	Sole	2026-05-11
2025-12-31	$370,431	22,464	+1.3%	Shares	Sole	2026-02-10
2025-09-30	$380,711	22,186	+1.2%	Shares	Sole	2025-11-07
2025-06-30	$397,427	21,921	+60.3%	Shares	Sole	2025-08-13
2025-03-31	$254,218	13,675	+1.6%	Shares	Sole	2025-04-18
2024-12-31	$263,681	13,460	+1.8%	Shares	Sole	2025-01-28
2024-09-30	$212,213	13,222	+2.0%	Shares	Sole	2024-10-28
2024-06-30	$210,357	12,969	+2.0%	Shares	Sole	2024-08-08
2024-03-31	$200,054	12,718	+2.1%	Shares	Sole	2024-04-23
2023-12-31	$171,823	12,451	+2.3%	Shares	Sole	2024-02-12
2023-09-30	$170,787	12,173	+2.4%	Shares	Sole	2023-11-08
2023-06-30	$151,028	11,892	+2.4%	Shares	Sole	2023-08-11
2023-03-31	$144,826	11,614	+2.4%	Shares	Sole	2023-05-02
2022-12-31	$134,665	11,345	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$122,466	11,103	+1.9%	Shares	Sole	2022-11-09
2022-06-30	$108,712	10,893	+1.8%	Shares	Sole	2022-08-15
2022-03-31	$119,733	10,700	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.