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

Hemington 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
2025
Q3 		$62K Hold
2,000
– – 0.01% 308
2025
Q2 		$62K Hold
2,000
– – 0.01% 292
2025
Q1 		$68K Hold
2,000
– – 0.01% 266
2024
Q4 		$62K Hold
2,000
– – 0.02% 270
2024
Q3 		$57K Buy
+2,000
New +$58.4K 0.02% 268

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Hemington Wealth Management's EPD Position: Q3 2025 in Review

Hemington Wealth Management held its Enterprise Products Partners (EPD) position steady in Q3 2025 at 2,000 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #308.

Hemington Wealth Management first reported a position in EPD in Q3 2024 and has held it in 5 quarters since. The position peaked at $68K in Q1 2025. 1,428 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Hemington Wealth Management held 2,000 shares of Enterprise Products Partners worth $62K as of Q3 2025.
  • Hemington Wealth Management left its Enterprise Products Partners share count unchanged in Q3 2025.
  • Enterprise Products Partners made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #308 holding.
  • Hemington Wealth Management first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Enterprise Products Partners position peaked at $68K in Q1 2025.
  • 1,428 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.