Annex Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Annex Advisory Services’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	$361K	Buy	9,811 +59	+0.6%	+$2.23K	0.01%	285
2026 Q1	$369K	Sell	9,752 -4,999	-34%	-$177K	0.01%	286
2025 Q4	$473K	Buy	+14,751	New	+$466K	0.01%	252
2020 Q4	–	Sell	-12,240	Closed	-$193K	–	195
2020 Q3	$193K	Buy	+12,240	New	+$214K	0.02%	131
2016 Q2	–	Sell	-23,109	Closed	-$569K	–	119
2016 Q1	$569K	Buy	23,109 +2,034	+10%	+$47.4K	0.16%	63
2015 Q4	$539K	Buy	21,075 +2,135	+11%	+$55.5K	0.16%	63
2015 Q3	$472K	Buy	18,940 +5,239	+38%	+$145K	0.15%	63
2015 Q2	$410K	Buy	13,701 +3,520	+35%	+$115K	0.13%	68
2015 Q1	$335K	Buy	+10,181	New	+$341K	0.11%	68

Other funds holding EPD

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Annex Advisory Services's EPD Position: Q2 2026 in Review

Annex Advisory Services increased its Enterprise Products Partners (EPD) stake by 0.61% in Q2 2026, buying an estimated $2.23K and bringing the position to 9,811 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #285.

Annex Advisory Services first reported a position in EPD in Q1 2015 and has held it in 9 quarters since. The position peaked at $569K in Q1 2016. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Annex Advisory Services held 9,811 shares of Enterprise Products Partners worth $361K as of Q2 2026.
Annex Advisory Services bought 59 Enterprise Products Partners shares in Q2 2026, an estimated $2.23K.
Enterprise Products Partners made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #285 holding.
Annex Advisory Services first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 9 quarters since.
Annex Advisory Services's Enterprise Products Partners position peaked at $569K in Q1 2016.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.