HC
EPD icon

Hoese & Co’s Enterprise Products Partners EPD Stock Holding History

Hoese & Co’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 		$36.8K Buy
+1,000
New +$37.7K 0.02% 128
2025
Q3 		– Sell
-600
Closed -$18.6K – 135
2025
Q2 		$18.6K Hold
600
– – 0.02% 127
2025
Q1 		$20.5K Hold
600
– – 0.02% 102
2024
Q4 		$18.8K Hold
600
– – 0.02% 105
2024
Q3 		$17.5K Hold
600
– – 0.01% 101
2024
Q2 		$17.1K Hold
600
– – 0.01% 88
2024
Q1 		$16.5K Hold
600
– – 0.02% 95
2023
Q4 		$16.1K Hold
600
– – 0.02% 98
2023
Q3 		$16.4K Hold
600
– – 0.02% 100
2023
Q2 		$15.8K Hold
600
– – 0.01% 105
2023
Q1 		$15.3K Hold
600
– – 0.02% 106
2022
Q4 		$15K Hold
600
– – 0.02% 113
2022
Q3 		$14K Hold
600
– – 0.02% 118
2022
Q2 		$15K Hold
600
– – 0.02% 117
2022
Q1 		$15K Hold
600
– – 0.02% 127
2021
Q4 		$13K Hold
600
– – 0.01% 136
2021
Q3 		$13K Hold
600
– – 0.01% 131
2021
Q2 		$14K Buy
+600
New +$14.2K 0.02% 134

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
TC
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
Wealth Enhancement Advisory Services
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return