Number of Shares
229,936.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
3.66%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
55.84%

SHEPHERD KAPLAN KROCHUK, LLC's Energy Transfer LP Holding Summary

As of 2025-03-31, SHEPHERD KAPLAN KROCHUK, LLC held 229,936.00 shares of Energy Transfer LP(ET), totaling $4.27 Mil. This investment constitutes 3.66% of their stock portfolio, and SHEPHERD KAPLAN KROCHUK, LLC now holds 0.01% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2020Q1. And since then SHEPHERD KAPLAN KROCHUK, LLC has made 9 purchases of ET, at an average price of $8.54, for a total of 534,933.00 shares. In addition, there have been 12 sales at an average price of $10.19 for 304,997.00 shares. Based on historical transaction data and ET's current price of $17.47, SHEPHERD KAPLAN KROCHUK, LLC's estimated gain on his ET holdings is $2.55 Mil, reflecting a 55.84% gain to date.

SHEPHERD KAPLAN KROCHUK, LLC ET ($17.47) Holding Chart

SHEPHERD KAPLAN KROCHUK, LLC ET ($17.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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