Allen Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Allen Wealth Management’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	$700K	Hold	19,669	–	–	0.34%	34
2026 Q2	$723K	Sell	19,669 -3,935	-17%	-$148K	0.35%	35
2026 Q1	$893K	Sell	23,604 -2,272	-9%	-$80.4K	0.45%	32
2025 Q4	$830K	Sell	25,876 -1,600	-6%	-$50.6K	0.5%	35
2025 Q3	$859K	Sell	27,476 -2,315	-8%	-$73K	0.58%	33
2025 Q2	$924K	Sell	29,791 -707	-2%	-$22K	0.65%	30
2025 Q1	$1.04M	Sell	30,498 -400	-1%	-$13.3K	0.72%	31
2024 Q4	$969K	Buy	30,898 +1,977	+7%	+$60.7K	0.69%	31
2024 Q3	$842K	Sell	28,921 -800	-3%	-$23.4K	0.58%	33
2024 Q2	$861K	Hold	29,721	–	–	0.77%	32
2024 Q1	$867K	Sell	29,721 -5,575	-16%	-$153K	0.77%	31
2023 Q4	$930K	Buy	+35,296	New	+$940K	0.91%	28

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Allen Wealth Management's EPD Position: Q3 2026 in Review

Allen Wealth Management held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 19,669 shares worth $700K. The position accounts for 0.34% of the portfolio, ranked #34.

Allen Wealth Management first reported a position in EPD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2025. 807 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Allen Wealth Management held 19,669 shares of Enterprise Products Partners worth $700K as of Q3 2026.
Allen Wealth Management left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.34% of Allen Wealth Management's portfolio in Q3 2026, its #34 holding.
Allen Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 12 quarters since.
Allen Wealth Management's Enterprise Products Partners position peaked at $1.04M in Q1 2025.
807 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.