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 Q3	$382K	Buy	10,728 +822	+8%	+$31.4K	0.28%	51
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 $21.8B AUM 17.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 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

LPL Financial San Diego, California $468B AUM 17.69% 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

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Challenger Wealth Management's EPD Position: Q3 2026 in Review

Challenger Wealth Management increased its Enterprise Products Partners (EPD) stake by 8.3% in Q3 2026, buying an estimated $31.4K and bringing the position to 10,728 shares worth $382K. The position accounts for 0.28% of the portfolio, ranked #51.

Challenger Wealth Management first reported a position in EPD in Q4 2024 and has held it in 8 quarters since. 1,039 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Challenger Wealth Management held 10,728 shares of Enterprise Products Partners worth $382K as of Q3 2026.
Challenger Wealth Management bought 822 Enterprise Products Partners shares in Q3 2026, an estimated $31.4K.
Enterprise Products Partners made up 0.28% of Challenger Wealth Management's portfolio in Q3 2026, its #51 holding.
Challenger Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 8 quarters since.
1,039 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.