Apella Capital
EPD icon

Apella Capital’s Enterprise Products Partners EPD Stock Holding History

Apella Capital’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 		$1.55M Buy
42,028
+1,798
+4% +$68.6K 0.02% 311
2026
Q2 		$1.51M Buy
40,230
+7
+0% +$264 0.02% 304
2026
Q1 		$1.47M Buy
+40,223
New +$1.42M 0.02% 298

Other funds holding EPD

Hamlin Capital Management
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Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Apella Capital's EPD Position: Q3 2026 in Review

Apella Capital increased its Enterprise Products Partners (EPD) stake by 4.5% in Q3 2026, buying an estimated $68.6K and bringing the position to 42,028 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #311.

Apella Capital first reported a position in EPD in Q1 2026 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Apella Capital held 42,028 shares of Enterprise Products Partners worth $1.55M as of Q3 2026.
  • Apella Capital bought 1,798 Enterprise Products Partners shares in Q3 2026, an estimated $68.6K.
  • Enterprise Products Partners made up 0.02% of Apella Capital's portfolio in Q3 2026, its #311 holding.
  • Apella Capital first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.