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Allegheny Financial Group’s Enterprise Products Partners EPD Stock Holding History

Allegheny Financial Group’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Hold
8,398
– – 0.03% 230
2026
Q1 		$318K Hold
8,398
– – 0.04% 200
2025
Q4 		$269K Hold
8,398
– – 0.04% 217
2025
Q3 		$263K Hold
8,398
– – 0.05% 215
2025
Q2 		$260K Hold
8,398
– – 0.06% 202
2025
Q1 		$287K Buy
+8,398
New +$280K 0.07% 181

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Allegheny Financial Group's EPD Position: Q2 2026 in Review

Allegheny Financial Group held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 8,398 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #230.

Allegheny Financial Group first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $318K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Allegheny Financial Group held 8,398 shares of Enterprise Products Partners worth $309K as of Q2 2026.
  • Allegheny Financial Group left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #230 holding.
  • Allegheny Financial Group first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
  • Allegheny Financial Group's Enterprise Products Partners position peaked at $318K in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.