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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
Q3 		$45.5K Buy
1,276
+18
+1% +$687 0.01% 168
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

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Burkett Financial Services's EPD Position: Q3 2026 in Review

Burkett Financial Services increased its Enterprise Products Partners (EPD) stake by 1.4% in Q3 2026, buying an estimated $687 and bringing the position to 1,276 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #168.

Burkett Financial Services first reported a position in EPD in Q4 2023 and has held it in 12 quarters since. The position peaked at $46.9K in Q1 2026. 12 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Burkett Financial Services held 1,276 shares of Enterprise Products Partners worth $45.5K as of Q3 2026.
  • Burkett Financial Services bought 18 Enterprise Products Partners shares in Q3 2026, an estimated $687.
  • Enterprise Products Partners made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #168 holding.
  • Burkett Financial Services first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Enterprise Products Partners position peaked at $46.9K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.