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Berger Financial Group’s Enterprise Products Partners EPD Stock Holding History

Berger Financial Group’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 		$246K Buy
6,688
+101
+2% +$3.81K 0.01% 417
2026
Q1 		$249K Buy
6,587
+5
+0.1% +$177 0.01% 400
2025
Q4 		$211K Hold
6,582
– – 0.01% 442
2025
Q3 		$206K Buy
+6,582
New +$208K 0.01% 429

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Berger Financial Group's EPD Position: Q2 2026 in Review

Berger Financial Group increased its Enterprise Products Partners (EPD) stake by 1.5% in Q2 2026, buying an estimated $3.81K and bringing the position to 6,688 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #417.

Berger Financial Group first reported a position in EPD in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Berger Financial Group held 6,688 shares of Enterprise Products Partners worth $246K as of Q2 2026.
  • Berger Financial Group bought 101 Enterprise Products Partners shares in Q2 2026, an estimated $3.81K.
  • Enterprise Products Partners made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #417 holding.
  • Berger Financial Group first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 4 quarters since.
  • Berger Financial Group's Enterprise Products Partners position peaked at $249K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.