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Buck Wealth Strategies’s Enterprise Products Partners EPD Stock Holding History

Buck Wealth Strategies’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 		$10.3K Buy
+280
New +$10.6K ﹤0.01% 586
2025
Q4 		– Sell
-25,716
Closed -$804K – 183
2025
Q3 		$804K Sell
25,716
-6,506
-20% -$205K 0.11% 91
2025
Q2 		$999K Buy
+32,222
New +$1M 0.15% 72

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

Buck Wealth Strategies's EPD Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 280 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in EPD as recently as Q3 2025.

Buck Wealth Strategies first reported a position in EPD in Q2 2025 and has held it in 3 quarters since. The position peaked at $999K in Q2 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Buck Wealth Strategies held 280 shares of Enterprise Products Partners worth $10.3K as of Q2 2026.
  • Enterprise Products Partners was a new Buck Wealth Strategies position in Q2 2026.
  • Enterprise Products Partners made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #586 holding.
  • Buck Wealth Strategies first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Enterprise Products Partners position peaked at $999K in Q2 2025.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.