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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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. 1,588 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.
1,588 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.