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Barnes Pettey Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Barnes Pettey Financial 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 		$579K Hold
15,750
– – 0.18% 96
2026
Q1 		$596K Hold
15,750
– – 0.26% 78
2025
Q4 		$505K Hold
15,750
– – 0.25% 73
2025
Q3 		$493K Buy
15,750
+8,760
+125% +$276K 0.27% 68
2025
Q2 		$217K Hold
6,990
– – 0.14% 105
2025
Q1 		$239K Hold
6,990
– – 0.19% 88
2024
Q4 		$219K Hold
6,990
– – 0.17% 94
2024
Q3 		$203K Hold
6,990
– – 0.16% 98
2024
Q2 		$203K Hold
6,990
– – 0.17% 95
2024
Q1 		$204K Sell
6,990
-3,708
-35% -$102K 0.18% 93
2023
Q4 		$282K Hold
10,698
– – 0.23% 74
2023
Q3 		$293K Hold
10,698
– – 0.27% 66
2023
Q2 		$282K Sell
10,698
-1,240
-10% -$32.4K 0.24% 78
2023
Q1 		$309K Hold
11,938
– – 0.3% 70
2022
Q4 		$288K Hold
11,938
– – 0.3% 75
2022
Q3 		$284K Sell
11,938
-3,480
-23% -$89.8K 0.39% 68
2022
Q2 		$376K Buy
15,418
+1,000
+7% +$26.3K 0.49% 57
2022
Q1 		$372K Hold
14,418
– – 0.45% 58
2021
Q4 		$317K Buy
+14,418
New +$323K 0.36% 68

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Barnes Pettey Financial Advisors's EPD Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 15,750 shares worth $579K. The position accounts for 0.18% of the portfolio, ranked #96.

Barnes Pettey Financial Advisors first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. The position peaked at $596K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Barnes Pettey Financial Advisors held 15,750 shares of Enterprise Products Partners worth $579K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.18% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Barnes Pettey Financial Advisors first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Enterprise Products Partners position peaked at $596K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.