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Axxcess Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Axxcess Wealth Management’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 		$211K Buy
+5,740
New +$217K ﹤0.01% 986
2026
Q1 		– Sell
-14,114
Closed -$452K – 580
2025
Q4 		$452K Sell
14,114
-155
-1% -$4.9K 0.01% 726
2025
Q3 		$446K Sell
14,269
-77
-0.5% -$2.43K 0.01% 651
2025
Q2 		$445K Hold
14,346
– – 0.01% 622
2025
Q1 		$490K Hold
14,346
– – 0.01% 567
2024
Q4 		$450K Buy
14,346
+325
+2% +$9.98K 0.01% 567
2024
Q3 		$408K Sell
14,021
-850
-6% -$24.8K 0.01% 603
2024
Q2 		$431K Buy
14,871
+5,571
+60% +$160K 0.01% 558
2024
Q1 		$271K Sell
9,300
-12,900
-58% -$354K 0.01% 700
2023
Q4 		$585K Sell
22,200
-25,798
-54% -$687K 0.02% 475
2023
Q3 		$1.31M Buy
+47,998
New +$1.28M 0.04% 267
2023
Q2 		– Sell
-12,854
Closed -$333K – 623
2023
Q1 		$333K Hold
12,854
– – 0.03% 455
2022
Q4 		$310K Buy
+12,854
New +$316K 0.03% 436

Other funds holding EPD

AA
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Axxcess Wealth Management's EPD Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 5,740 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EPD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EPD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.31M in Q3 2023. 997 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Axxcess Wealth Management held 5,740 shares of Enterprise Products Partners worth $211K as of Q2 2026.
  • Enterprise Products Partners was a new Axxcess Wealth Management position in Q2 2026.
  • Enterprise Products Partners made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #986 holding.
  • Axxcess Wealth Management first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 13 quarters since.
  • Axxcess Wealth Management's Enterprise Products Partners position peaked at $1.31M in Q3 2023.
  • 997 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.