HRC Wealth Management
EPD icon

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

HRC 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
2026
Q3 		$219K Buy
6,149
+13
+0.2% +$496 0.09% 64
2026
Q2 		$226K Buy
6,136
+13
+0.2% +$491 0.09% 58
2026
Q1 		$232K Buy
+6,123
New +$217K 0.11% 57
2025
Q2 		– Sell
-6,068
Closed -$207K – 53
2025
Q1 		$207K Buy
+6,068
New +$202K 0.13% 51

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

HRC Wealth Management's EPD Position: Q3 2026 in Review

HRC Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.21% in Q3 2026, buying an estimated $496 and bringing the position to 6,149 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #64.

HRC Wealth Management first reported a position in EPD in Q1 2025 and has held it in 4 quarters since. The position peaked at $232K in Q1 2026. 971 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • HRC Wealth Management held 6,149 shares of Enterprise Products Partners worth $219K as of Q3 2026.
  • HRC Wealth Management bought 13 Enterprise Products Partners shares in Q3 2026, an estimated $496.
  • Enterprise Products Partners made up 0.09% of HRC Wealth Management's portfolio in Q3 2026, its #64 holding.
  • HRC Wealth Management first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 4 quarters since.
  • HRC Wealth Management's Enterprise Products Partners position peaked at $232K in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.