Certuity’s Enterprise Products Partners EPD Stock Holding History

Certuity’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	$37.6K	Hold	1,057	–	–	﹤0.01%	702
2026 Q2	$38.9K	Hold	1,057	–	–	﹤0.01%	669
2026 Q1	$40K	Buy	+1,057	New	+$37.4K	﹤0.01%	649
2022 Q2	–	Sell	-120,882	Closed	-$3.12M	–	240
2022 Q1	$3.12M	Sell	120,882 -14,061	-10%	-$341K	0.67%	26
2021 Q4	$2.96M	Buy	134,943 +19,094	+16%	+$428K	0.64%	28
2021 Q3	$2.51M	Buy	115,849 +44,985	+63%	+$1.02M	0.5%	37
2021 Q2	$1.71M	Buy	70,864 +4,175	+6%	+$98.8K	0.39%	45
2021 Q1	$1.47M	Buy	66,689 +14,900	+29%	+$328K	0.39%	47
2020 Q4	$1.02M	Buy	51,789 +19,978	+63%	+$372K	0.33%	50
2020 Q3	$502K	Buy	31,811 +1,427	+5%	+$25K	0.2%	82
2020 Q2	$552K	Buy	30,384 +11,631	+62%	+$208K	0.26%	63
2020 Q1	$268K	Sell	18,753 -37,488	-67%	-$871K	0.15%	111
2019 Q4	$1.58M	Buy	+56,241	New	+$1.52M	0.76%	19

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Certuity's EPD Position: Q3 2026 in Review

Certuity held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 1,057 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Certuity first reported a position in EPD in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.12M in Q1 2022. 913 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Certuity held 1,057 shares of Enterprise Products Partners worth $37.6K as of Q3 2026.
Certuity left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up ﹤0.01% of Certuity's portfolio in Q3 2026, its #702 holding.
Certuity first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 13 quarters since.
Certuity's Enterprise Products Partners position peaked at $3.12M in Q1 2022.
913 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.