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 Q3	$575K	Buy	16,157 +6,346	+65%	+$242K	0.01%	258
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

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

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Annex Advisory Services's EPD Position: Q3 2026 in Review

Annex Advisory Services increased its Enterprise Products Partners (EPD) stake by 65% in Q3 2026, buying an estimated $242K and bringing the position to 16,157 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #258.

Annex Advisory Services first reported a position in EPD in Q1 2015 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Annex Advisory Services held 16,157 shares of Enterprise Products Partners worth $575K as of Q3 2026.
Annex Advisory Services bought 6,346 Enterprise Products Partners shares in Q3 2026, an estimated $242K.
Enterprise Products Partners made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #258 holding.
Annex Advisory Services first reported a position in Enterprise Products Partners in Q1 2015 and has held it in 10 quarters since.
403 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.