DiNuzzo Private Wealth’s Enterprise Products Partners EPD Stock Holding History

DiNuzzo Private Wealth’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	$36.8K	Hold	1,000	–	–	﹤0.01%	158
2026 Q1	$37.8K	Hold	1,000	–	–	﹤0.01%	145
2025 Q4	$32.1K	Hold	1,000	–	–	﹤0.01%	151
2025 Q3	$32.1K	Hold	1,000	–	–	﹤0.01%	150
2025 Q2	$31K	Hold	1,000	–	–	﹤0.01%	156
2025 Q1	$34.1K	Hold	1,000	–	–	﹤0.01%	140
2024 Q4	$31.4K	Sell	1,000 -100	-9%	-$3.07K	﹤0.01%	142
2024 Q3	$32K	Buy	1,100 +1,000	+1,000%	+$29.2K	﹤0.01%	148
2024 Q2	$2.9K	Hold	100	–	–	﹤0.01%	406
2024 Q1	$2.92K	Hold	100	–	–	﹤0.01%	358
2023 Q4	$2.63K	Buy	+100	New	+$2.66K	﹤0.01%	356

Other funds holding EPD

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

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DiNuzzo Private Wealth's EPD Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,000 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

DiNuzzo Private Wealth first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.8K in Q1 2026. 644 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

DiNuzzo Private Wealth held 1,000 shares of Enterprise Products Partners worth $36.8K as of Q2 2026.
DiNuzzo Private Wealth left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #158 holding.
DiNuzzo Private Wealth first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Enterprise Products Partners position peaked at $37.8K in Q1 2026.
644 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.