Alteri Wealth’s Enterprise Products Partners EPD Stock Holding History

Alteri Wealth’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	$538K	Buy	14,635 +16	+0.1%	+$604	0.15%	161
2026 Q1	$553K	Buy	14,619 +49	+0.3%	+$1.73K	0.18%	147
2025 Q4	$467K	Buy	14,570 +691	+5%	+$21.8K	0.15%	164
2025 Q3	$434K	Buy	13,879 +3	+0%	+$95	0.15%	163
2025 Q2	$430K	Buy	13,876 +4	+0%	+$125	0.17%	150
2025 Q1	$474K	Buy	13,872 +3	+0%	+$100	0.21%	129
2024 Q4	$435K	Buy	+13,869	New	+$426K	0.12%	134

Other funds holding EPD

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

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

Alteri Wealth's EPD Position: Q2 2026 in Review

Alteri Wealth increased its Enterprise Products Partners (EPD) stake by 0.11% in Q2 2026, buying an estimated $604 and bringing the position to 14,635 shares worth $538K. The position accounts for 0.15% of the portfolio, ranked #161.

Alteri Wealth first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q1 2026. 767 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Alteri Wealth held 14,635 shares of Enterprise Products Partners worth $538K as of Q2 2026.
Alteri Wealth bought 16 Enterprise Products Partners shares in Q2 2026, an estimated $604.
Enterprise Products Partners made up 0.15% of Alteri Wealth's portfolio in Q2 2026, its #161 holding.
Alteri Wealth first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Enterprise Products Partners position peaked at $553K in Q1 2026.
767 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.