BRWA
EPD icon

B. Riley Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

B. Riley Wealth Advisors’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 		$2.25M Sell
61,273
-873
-1% -$32.9K 0.12% 165
2026
Q1 		$2.43M Sell
62,146
-6,768
-10% -$240K 0.15% 139
2025
Q4 		$2.21M Buy
68,914
+1,581
+2% +$50K 0.1% 192
2025
Q3 		$2.11M Sell
67,333
-2,452
-4% -$77.4K 0.1% 195
2025
Q2 		$2.16M Buy
+69,785
New +$2.17M 0.1% 195
2024
Q4 		$8.6M Sell
274,326
-23,175
-8% -$712K 0.28% 71
2024
Q3 		$8.69M Sell
297,501
-339,976
-53% -$9.93M 0.24% 84
2024
Q2 		$18.5M Sell
637,477
-210,972
-25% -$6.05M 0.47% 30
2024
Q1 		$23.2M Buy
848,449
+21,251
+3% +$583K 0.63% 27
2023
Q4 		$21.8M Sell
827,198
-21,251
-3% -$566K 0.59% 26
2023
Q3 		$23.2M Buy
848,449
+16,014
+2% +$428K 0.63% 27
2023
Q2 		$21.9M Buy
832,435
+13,010
+2% +$340K 0.49% 42
2023
Q1 		$21.2M Sell
819,425
-7,451
-0.9% -$191K 0.57% 31
2022
Q4 		$19.9M Buy
826,876
+42,405
+5% +$1.04M 0.56% 33
2022
Q3 		$18.7M Buy
784,471
+654,003
+501% +$16.9M 0.56% 29
2022
Q2 		$3.18M Sell
130,468
-1,325
-1% -$34.9K 0.13% 161
2022
Q1 		$3.4M Sell
131,793
-5,935
-4% -$144K 0.11% 195
2021
Q4 		$3.02M Sell
137,728
-4,121
-3% -$92.4K 0.09% 252
2021
Q3 		$3.07M Buy
141,849
+10,250
+8% +$233K 0.1% 245
2021
Q2 		$3.18M Buy
131,599
+1,687
+1% +$39.9K 0.1% 233
2021
Q1 		$2.86M Buy
129,912
+49,655
+62% +$1.09M 0.1% 228
2020
Q4 		$1.57M Sell
80,257
-89,261
-53% -$1.66M 0.08% 238
2020
Q3 		$2.76M Buy
169,518
+31,616
+23% +$554K 0.15% 158
2020
Q2 		$2.51M Buy
137,902
+43,035
+45% +$770K 0.17% 139
2020
Q1 		$1.36M Buy
94,867
+5,826
+7% +$135K 0.12% 181
2019
Q4 		$2.51M Buy
89,041
+9,443
+12% +$256K 0.21% 105
2019
Q3 		$2.28M Buy
79,598
+5,436
+7% +$158K 0.22% 96
2019
Q2 		$2.14M Buy
74,162
+1,284
+2% +$37K 0.23% 88
2019
Q1 		$2.12M Buy
72,878
+4,648
+7% +$130K 0.27% 86
2018
Q4 		$1.68M Buy
68,230
+4,503
+7% +$121K 0.24% 94
2018
Q3 		$1.83M Buy
63,727
+4,749
+8% +$137K 0.22% 101
2018
Q2 		$1.63M Buy
58,978
+3,956
+7% +$108K 0.22% 113
2018
Q1 		$1.35M Sell
55,022
-39,624
-42% -$1.06M 0.19% 130
2017
Q4 		$2.51M Buy
94,646
+3,381
+4% +$85.6K 0.34% 77
2017
Q3 		$2.38M Sell
91,265
-2,882
-3% -$76.2K 0.4% 61
2017
Q2 		$2.55M Buy
94,147
+1,366
+1% +$37K 0.46% 49
2017
Q1 		$2.56M Buy
92,781
+814
+0.9% +$22.7K 0.51% 48
2016
Q4 		$2.49M Buy
91,967
+2,884
+3% +$75.1K 0.51% 46
2016
Q3 		$1.42M Sell
89,083
-1,357
-2% -$37.5K 0.28% 89
2016
Q2 		$1.49M Buy
90,440
+3,701
+4% +$99.4K 0.3% 78
2016
Q1 		$1.17M Sell
86,739
-3,826
-4% -$89.1K 0.27% 88
2015
Q4 		$2.32M Buy
90,565
+39,986
+79% +$1.04M 0.47% 48
2015
Q3 		$1.26M Buy
50,579
+185
+0.4% +$5.13K 0.3% 86
2015
Q2 		$1.51M Sell
50,394
-3,581
-7% -$117K 0.37% 57
2015
Q1 		$1.78M Sell
53,975
-42,435
-44% -$1.42M 0.43% 48
2014
Q4 		$17.4K Buy
96,410
+45,330
+89% +$1.68M 0.37% 38
2014
Q3 		$2.06M Sell
51,080
-51,172
-50% -$2.01M 0.54% 29
2014
Q2 		$2.01M Buy
102,252
+50,500
+98% +$1.86M 0.47% 34
2014
Q1 		$1.79M Buy
51,752
+5,476
+12% +$182K 0.54% 36
2013
Q4 		$1.53M Sell
46,276
-2,356
-5% -$73.4K 0.49% 40
2013
Q3 		$1.48M Sell
48,632
-5,740
-11% -$175K 0.51% 34
2013
Q2 		$1.69M Buy
+54,372
New +$1.65M 0.57% 28

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

B. Riley Wealth Advisors's EPD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, selling an estimated $32.9K and leaving 61,273 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #165.

B. Riley Wealth Advisors first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.2M in Q1 2024. 333 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • B. Riley Wealth Advisors held 61,273 shares of Enterprise Products Partners worth $2.25M as of Q2 2026.
  • B. Riley Wealth Advisors sold 873 Enterprise Products Partners shares in Q2 2026, an estimated $32.9K.
  • Enterprise Products Partners made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • B. Riley Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Enterprise Products Partners position peaked at $23.2M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.