Challenger Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Challenger Wealth Management’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	$364K	Buy	9,906 +420	+4%	+$15.8K	0.27%	50
2026 Q1	$359K	Buy	9,486 +22	+0.2%	+$779	0.29%	48
2025 Q4	$303K	Buy	9,464 +25	+0.3%	+$790	0.23%	50
2025 Q3	$295K	Buy	9,439 +1,024	+12%	+$32.3K	0.23%	52
2025 Q2	$261K	Buy	8,415 +23	+0.3%	+$717	0.18%	86
2025 Q1	$286K	Buy	8,392 +22	+0.3%	+$733	0.23%	75
2024 Q4	$262K	Buy	+8,370	New	+$257K	0.23%	86

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Challenger Wealth Management's EPD Position: Q2 2026 in Review

Challenger Wealth Management increased its Enterprise Products Partners (EPD) stake by 4.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 9,906 shares worth $364K. The position accounts for 0.27% of the portfolio, ranked #50.

Challenger Wealth Management first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Challenger Wealth Management held 9,906 shares of Enterprise Products Partners worth $364K as of Q2 2026.
Challenger Wealth Management bought 420 Enterprise Products Partners shares in Q2 2026, an estimated $15.8K.
Enterprise Products Partners made up 0.27% of Challenger Wealth Management's portfolio in Q2 2026, its #50 holding.
Challenger Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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