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 Q3	$520K	Buy	14,143 +50	+0.4%	+$1.91K	0.08%	234
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

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Formidable Asset Management's EPD Position: Q3 2026 in Review

Formidable Asset Management increased its Enterprise Products Partners (EPD) stake by 0.35% in Q3 2026, buying an estimated $1.91K and bringing the position to 14,143 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #234.

Formidable Asset Management first reported a position in EPD in Q3 2015 and has held it in 12 quarters since. The position peaked at $533K in Q2 2026. 792 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Formidable Asset Management held 14,143 shares of Enterprise Products Partners worth $520K as of Q3 2026.
Formidable Asset Management bought 50 Enterprise Products Partners shares in Q3 2026, an estimated $1.91K.
Enterprise Products Partners made up 0.08% of Formidable Asset Management's portfolio in Q3 2026, its #234 holding.
Formidable Asset Management first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 12 quarters since.
Formidable Asset Management's Enterprise Products Partners position peaked at $533K in Q2 2026.
792 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.