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Burkett Financial Services’s Enterprise Products Partners EPD Stock Holding History

Burkett Financial Services’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 		$46.2K Buy
1,258
+18
+1% +$679 0.01% 105
2026
Q1 		$46.9K Buy
1,240
+18
+1% +$637 0.02% 105
2025
Q4 		$39.2K Buy
1,222
+20
+2% +$632 0.01% 111
2025
Q3 		$37.6K Buy
1,202
+20
+2% +$631 0.01% 111
2025
Q2 		$36.6K Buy
1,182
+20
+2% +$623 0.01% 104
2025
Q1 		$39.7K Buy
1,162
+18
+2% +$599 0.02% 104
2024
Q4 		$35.9K Buy
1,144
+19
+2% +$584 0.01% 103
2024
Q3 		$32.7K Buy
1,125
+20
+2% +$584 0.01% 99
2024
Q2 		$32K Buy
1,105
+19
+2% +$545 0.02% 98
2024
Q1 		$31.7K Buy
1,086
+21
+2% +$577 0.02% 104
2023
Q4 		$28.1K Buy
+1,065
New +$28.4K 0.02% 104

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

Burkett Financial Services's EPD Position: Q2 2026 in Review

Burkett Financial Services increased its Enterprise Products Partners (EPD) stake by 1.5% in Q2 2026, buying an estimated $679 and bringing the position to 1,258 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #105.

Burkett Financial Services first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.9K in Q1 2026. 422 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Burkett Financial Services held 1,258 shares of Enterprise Products Partners worth $46.2K as of Q2 2026.
  • Burkett Financial Services bought 18 Enterprise Products Partners shares in Q2 2026, an estimated $679.
  • Enterprise Products Partners made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #105 holding.
  • Burkett Financial Services first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Enterprise Products Partners position peaked at $46.9K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.