Harrell Investment Partners’s Enterprise Products Partners EPD Stock Holding History

Harrell Investment Partners’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	$2.28M	Buy	62,052 +8,048	+15%	+$304K	0.49%	49
2026 Q1	$2.04M	Buy	54,004 +23,898	+79%	+$846K	0.49%	51
2025 Q4	$965K	Sell	30,106 -216	-0.7%	-$6.83K	0.23%	70
2025 Q3	$948K	Buy	30,322 +251	+0.8%	+$7.92K	0.22%	67
2025 Q2	$933K	Buy	+30,071	New	+$937K	0.24%	66
2023 Q4	–	Sell	-26,464	Closed	-$720K	–	96
2023 Q3	$720K	Buy	26,464 +95	+0.4%	+$2.54K	0.25%	68
2023 Q2	$695K	Buy	+26,369	New	+$689K	0.24%	66
2022 Q4	–	Sell	-26,098	Closed	-$621K	–	94
2022 Q3	$621K	Buy	26,098 +82	+0.3%	+$2.12K	0.26%	65
2022 Q2	$634K	Buy	+26,016	New	+$684K	0.26%	67
2020 Q1	–	Sell	-8,669	Closed	-$244K	–	85
2019 Q4	$244K	Buy	+8,669	New	+$235K	0.11%	78

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Harrell Investment Partners's EPD Position: Q2 2026 in Review

Harrell Investment Partners increased its Enterprise Products Partners (EPD) stake by 15% in Q2 2026, buying an estimated $304K and bringing the position to 62,052 shares worth $2.28M. The position accounts for 0.49% of the portfolio, ranked #49.

Harrell Investment Partners first reported a position in EPD in Q4 2019 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Harrell Investment Partners held 62,052 shares of Enterprise Products Partners worth $2.28M as of Q2 2026.
Harrell Investment Partners bought 8,048 Enterprise Products Partners shares in Q2 2026, an estimated $304K.
Enterprise Products Partners made up 0.49% of Harrell Investment Partners's portfolio in Q2 2026, its #49 holding.
Harrell Investment Partners first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.