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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Allen Wealth Management's EPD Position: Q2 2026 in Review

Allen Wealth Management reduced its Enterprise Products Partners (EPD) stake by 17% in Q2 2026, selling an estimated $148K and leaving 19,669 shares worth $723K. The position accounts for 0.35% of the portfolio, ranked #35.

Allen Wealth Management first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2025. 765 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Allen Wealth Management held 19,669 shares of Enterprise Products Partners worth $723K as of Q2 2026.
  • Allen Wealth Management sold 3,935 Enterprise Products Partners shares in Q2 2026, an estimated $148K.
  • Enterprise Products Partners made up 0.35% of Allen Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Allen Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Enterprise Products Partners position peaked at $1.04M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.