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
Q1 		– Sell
-200
Closed -$6.41K – 961
2025
Q4 		$6.41K Sell
200
-19,800
-99% -$626K ﹤0.01% 1017
2025
Q3 		$6.25K Buy
20,000
+19,800
+9,900% +$625K ﹤0.01% 1061
2025
Q2 		$6.2K Buy
+200
New +$6.23K ﹤0.01% 1035

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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. 431 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.
  • 431 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.