Empirical Wealth Management
EPD icon

Empirical Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Empirical 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 		$605K Buy
16,986
+3,078
+22% +$117K 0.01% 692
2026
Q2 		$511K Sell
13,908
-3,886
-22% -$147K 0.01% 668
2026
Q1 		$673K Buy
17,794
+2,942
+20% +$104K 0.01% 464
2025
Q4 		$476K Buy
14,852
+294
+2% +$9.3K 0.01% 532
2025
Q3 		$455K Sell
14,558
-4,795
-25% -$151K 0.01% 495
2025
Q2 		$600K Buy
19,353
+347
+2% +$10.8K 0.01% 393
2025
Q1 		$649K Sell
19,006
-183
-1% -$6.1K 0.02% 358
2024
Q4 		$602K Buy
19,189
+4,750
+33% +$146K 0.02% 355
2024
Q3 		$420K Sell
14,439
-1,923
-12% -$56.2K 0.01% 400
2024
Q2 		$474K Buy
16,362
+1,237
+8% +$35.5K 0.01% 372
2024
Q1 		$441K Buy
15,125
+4,468
+42% +$123K 0.01% 362
2023
Q4 		$281K Sell
10,657
-1,312
-11% -$35K 0.01% 410
2023
Q3 		$328K Buy
11,969
+386
+3% +$10.3K 0.01% 357
2023
Q2 		$305K Buy
+11,583
New +$303K 0.01% 369
2020
Q1 		– Sell
-17,511
Closed -$493K – 337
2019
Q4 		$493K Buy
17,511
+3,049
+21% +$82.6K 0.05% 192
2019
Q3 		$413K Buy
+14,462
New +$421K 0.05% 195

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Empirical Wealth Management increased its Enterprise Products Partners (EPD) stake by 22% in Q3 2026, buying an estimated $117K and bringing the position to 16,986 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #692.

Empirical Wealth Management first reported a position in EPD in Q3 2019 and has held it in 16 quarters since. The position peaked at $673K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Empirical Wealth Management held 16,986 shares of Enterprise Products Partners worth $605K as of Q3 2026.
  • Empirical Wealth Management bought 3,078 Enterprise Products Partners shares in Q3 2026, an estimated $117K.
  • Enterprise Products Partners made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #692 holding.
  • Empirical Wealth Management first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 16 quarters since.
  • Empirical Wealth Management's Enterprise Products Partners position peaked at $673K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.