Summit Investment Advisors, Inc.\KS’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$666K Buy
18,700
+300
+2% +$11.4K 0.3% 47
2026
Q2
$676K Hold
18,400
– – 0.31% 47
2026
Q1
$696K Hold
18,400
– – 0.35% 45
2025
Q4
$590K Buy
+18,400
New +$582K 0.32% 50

Other funds holding EPD

Summit Investment Advisors, Inc.\KS's EPD Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Enterprise Products Partners (EPD) stake by 1.6% in Q3 2026, buying an estimated $11.4K and bringing the position to 18,700 shares worth $666K. The position accounts for 0.3% of the portfolio, ranked #47.

Summit Investment Advisors, Inc.\KS first reported a position in EPD in Q4 2025 and has held it in 4 quarters since. The position peaked at $696K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 18,700 shares of Enterprise Products Partners worth $666K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 300 Enterprise Products Partners shares in Q3 2026, an estimated $11.4K.
  • Enterprise Products Partners made up 0.3% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #47 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Enterprise Products Partners position peaked at $696K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.