Allen Capital Group
EPD icon

Allen Capital Group’s Enterprise Products Partners EPD Stock Holding History

Allen Capital 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
Q3 		$919K Buy
25,816
+370
+1% +$14.1K 0.07% 154
2026
Q2 		$935K Buy
25,446
+354
+1% +$13.4K 0.08% 152
2026
Q1 		$949K Buy
25,092
+372
+2% +$13.2K 0.08% 139
2025
Q4 		$793K Buy
24,720
+410
+2% +$13K 0.07% 148
2025
Q3 		$760K Buy
24,310
+7,807
+47% +$246K 0.07% 149
2025
Q2 		$512K Buy
16,503
+4,072
+33% +$127K 0.05% 182
2025
Q1 		$424K Buy
12,431
+195
+2% +$6.49K 0.05% 180
2024
Q4 		$384K Sell
12,236
-2,814
-19% -$86.4K 0.05% 176
2024
Q3 		$438K Buy
15,050
+268
+2% +$7.83K 0.05% 156
2024
Q2 		$428K Buy
14,782
+258
+2% +$7.4K 0.06% 140
2024
Q1 		$424K Buy
14,524
+271
+2% +$7.44K 0.06% 139
2023
Q4 		$376K Buy
14,253
+264
+2% +$7.03K 0.06% 134
2023
Q3 		$380K Buy
13,989
+256
+2% +$6.85K 0.07% 126
2023
Q2 		$362K Sell
13,733
-8,701
-39% -$227K 0.06% 137
2023
Q1 		$581K Buy
+22,434
New +$576K 0.11% 115
2022
Q4 		– Sell
-21,618
Closed -$514K – 70
2022
Q3 		$514K Buy
21,618
+372
+2% +$9.6K 0.12% 106
2022
Q2 		$518K Buy
21,246
+5,897
+38% +$155K 0.11% 107
2022
Q1 		$396K Buy
15,349
+285
+2% +$6.92K 0.07% 125
2021
Q4 		$331K Buy
+15,064
New +$338K 0.04% 135

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Allen Capital Group's EPD Position: Q3 2026 in Review

Allen Capital Group increased its Enterprise Products Partners (EPD) stake by 1.5% in Q3 2026, buying an estimated $14.1K and bringing the position to 25,816 shares worth $919K. The position accounts for 0.07% of the portfolio, ranked #154.

Allen Capital Group first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. The position peaked at $949K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Allen Capital Group held 25,816 shares of Enterprise Products Partners worth $919K as of Q3 2026.
  • Allen Capital Group bought 370 Enterprise Products Partners shares in Q3 2026, an estimated $14.1K.
  • Enterprise Products Partners made up 0.07% of Allen Capital Group's portfolio in Q3 2026, its #154 holding.
  • Allen Capital Group first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • Allen Capital Group's Enterprise Products Partners position peaked at $949K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.