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Clarity Financial’s Enterprise Products Partners EPD Stock Holding History

Clarity Financial’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 		$385K Sell
10,473
-1,055
-9% -$39.8K 0.03% 88
2026
Q1 		$436K Buy
11,528
+1,056
+10% +$37.4K 0.05% 72
2025
Q4 		$336K Buy
10,472
+438
+4% +$13.8K 0.03% 81
2025
Q3 		$314K Buy
10,034
+910
+10% +$28.7K 0.03% 92
2025
Q2 		$283K Sell
9,124
-4
-0% -$125 0.03% 96
2025
Q1 		$312K Sell
9,128
-51
-0.6% -$1.7K 0.04% 85
2024
Q4 		$288K Sell
9,179
-1,624
-15% -$49.9K 0.03% 97
2024
Q3 		$314K Buy
10,803
+871
+9% +$25.4K 0.04% 117
2024
Q2 		$288K Sell
9,932
-87
-0.9% -$2.5K 0.04% 100
2024
Q1 		$292K Buy
10,019
+79
+0.8% +$2.17K 0.04% 100
2023
Q4 		$262K Buy
9,940
+657
+7% +$17.5K 0.05% 96
2023
Q3 		$254K Sell
9,283
-30
-0.3% -$802 0.04% 101
2023
Q2 		$245K Buy
+9,313
New +$243K 0.03% 101

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clarity Financial's EPD Position: Q2 2026 in Review

Clarity Financial reduced its Enterprise Products Partners (EPD) stake by 9.2% in Q2 2026, selling an estimated $39.8K and leaving 10,473 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #88.

Clarity Financial first reported a position in EPD in Q2 2023 and has held it in 13 quarters since. The position peaked at $436K in Q1 2026. 1,054 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Clarity Financial held 10,473 shares of Enterprise Products Partners worth $385K as of Q2 2026.
  • Clarity Financial sold 1,055 Enterprise Products Partners shares in Q2 2026, an estimated $39.8K.
  • Enterprise Products Partners made up 0.03% of Clarity Financial's portfolio in Q2 2026, its #88 holding.
  • Clarity Financial first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 13 quarters since.
  • Clarity Financial's Enterprise Products Partners position peaked at $436K in Q1 2026.
  • 1,054 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.