CFFP
EPD icon

Center for Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Center for Financial Planning’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 		$93.1K Hold
2,532
– – 0.01% 250
2026
Q1 		$95.8K Hold
2,532
– – 0.01% 237
2025
Q4 		$81.2K Hold
2,532
– – 0.01% 254
2025
Q3 		$79.2K Hold
2,532
– – 0.01% 256
2025
Q2 		$78.5K Hold
2,532
– – 0.01% 246
2025
Q1 		$86.4K Sell
2,532
-400
-14% -$13.3K 0.01% 219
2024
Q4 		$91.9K Hold
2,932
– – 0.01% 202
2024
Q3 		$85.4K Hold
2,932
– – 0.01% 193
2024
Q2 		$85K Hold
2,932
– – 0.01% 193
2024
Q1 		$85.6K Sell
2,932
-38
-1% -$1.04K 0.01% 195
2023
Q4 		$78.3K Hold
2,970
– – 0.01% 182
2023
Q3 		$81.3K Hold
2,970
– – 0.02% 182
2023
Q2 		$78.3K Hold
2,970
– – 0.02% 184
2023
Q1 		$76.9K Hold
2,970
– – 0.02% 181
2022
Q4 		$71.6K Hold
2,970
– – 0.02% 189
2022
Q3 		$71K Hold
2,970
– – 0.02% 183
2022
Q2 		$72K Hold
2,970
– – 0.02% 185
2022
Q1 		$77K Hold
2,970
– – 0.02% 194
2021
Q4 		$65K Hold
2,970
– – 0.01% 208
2021
Q3 		$64K Hold
2,970
– – 0.02% 199
2021
Q2 		$72K Hold
2,970
– – 0.02% 186
2021
Q1 		$65K Sell
2,970
-577
-16% -$12.7K 0.02% 193
2020
Q4 		$69K Hold
3,547
– – 0.02% 178
2020
Q3 		$56K Hold
3,547
– – 0.02% 178
2020
Q2 		$64K Hold
3,547
– – 0.02% 169
2020
Q1 		$51K Hold
3,547
– – 0.02% 172
2019
Q4 		$100K Buy
+3,547
New +$96.1K 0.03% 141

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

Center for Financial Planning's EPD Position: Q2 2026 in Review

Center for Financial Planning held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 2,532 shares worth $93.1K. The position accounts for 0.01% of the portfolio, ranked #250.

Center for Financial Planning first reported a position in EPD in Q4 2019 and has held it in 27 quarters since. The position peaked at $100K in Q4 2019. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Center for Financial Planning held 2,532 shares of Enterprise Products Partners worth $93.1K as of Q2 2026.
  • Center for Financial Planning left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #250 holding.
  • Center for Financial Planning first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Enterprise Products Partners position peaked at $100K in Q4 2019.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.