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Formidable Asset Management’s Enterprise Products Partners EPD Stock Holding History

Formidable Asset 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
Q2 		$533K Buy
14,093
+51
+0.4% +$1.92K 0.08% 221
2026
Q1 		$450K Buy
14,042
+47
+0.3% +$1.66K 0.07% 247
2025
Q4 		$438K Sell
13,995
-672
-5% -$21.2K 0.06% 265
2025
Q3 		$455K Buy
14,667
+584
+4% +$18.4K 0.07% 258
2025
Q2 		$481K Hold
14,083
– – 0.08% 237
2025
Q1 		$481K Sell
14,083
-324
-2% -$10.8K 0.08% 234
2024
Q4 		$452K Sell
14,407
-197
-1% -$6.05K 0.07% 246
2024
Q3 		$425K Sell
14,604
-19
-0.1% -$555 0.07% 246
2024
Q2 		$424K Buy
14,623
+3,075
+27% +$88.2K 0.07% 258
2024
Q1 		$337K Buy
+11,548
New +$317K 0.05% 271
2015
Q4 		– Sell
-1,736
Closed -$43K – 582
2015
Q3 		$43K Buy
+1,736
New +$48.2K 0.03% 241

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
FI
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
TC
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

Formidable Asset Management's EPD Position: Q2 2026 in Review

Formidable Asset Management increased its Enterprise Products Partners (EPD) stake by 0.36% in Q2 2026, buying an estimated $1.92K and bringing the position to 14,093 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #221.

Formidable Asset Management first reported a position in EPD in Q3 2015 and has held it in 11 quarters since. 639 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Formidable Asset Management held 14,093 shares of Enterprise Products Partners worth $533K as of Q2 2026.
  • Formidable Asset Management bought 51 Enterprise Products Partners shares in Q2 2026, an estimated $1.92K.
  • Enterprise Products Partners made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #221 holding.
  • Formidable Asset Management first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 11 quarters since.
  • 639 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.