Elser Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Elser Financial Planning’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	$275K	Hold	7,488	–	–	0.01%	104
2026 Q1	$281K	Hold	7,488	–	–	0.01%	107
2025 Q4	$240K	Hold	7,488	–	–	0.17%	72
2025 Q3	$235K	Hold	7,488	–	–	0.28%	61
2025 Q2	$232K	Hold	7,488	–	–	0.29%	65
2025 Q1	$256K	Hold	7,488	–	–	0.35%	56
2024 Q4	$235K	Hold	7,488	–	–	0.01%	99
2024 Q3	$218K	Buy	+7,488	New	+$219K	0.32%	60

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Elser Financial Planning's EPD Position: Q2 2026 in Review

Elser Financial Planning held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,488 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #104.

Elser Financial Planning first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $281K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Elser Financial Planning held 7,488 shares of Enterprise Products Partners worth $275K as of Q2 2026.
Elser Financial Planning left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #104 holding.
Elser Financial Planning first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
Elser Financial Planning's Enterprise Products Partners position peaked at $281K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.