HWG Holdings’s Enterprise Products Partners EPD Stock Holding History

HWG Holdings’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	$2.59M	Buy	70,557 +555	+0.8%	+$20.9K	0.59%	32
2026 Q1	$2.65M	Hold	70,002	–	–	0.69%	31
2025 Q4	$2.24M	Buy	70,002 +31,779	+83%	+$1M	0.54%	25
2025 Q3	$1.2M	Buy	38,223 +19,906	+109%	+$628K	0.3%	42
2025 Q2	$568K	Buy	18,317 +427	+2%	+$13.3K	0.17%	45
2025 Q1	$611K	Hold	17,890	–	–	0.27%	28
2024 Q4	$561K	Hold	17,890	–	–	0.18%	40
2024 Q3	$521K	Buy	17,890 +10,071	+129%	+$294K	0.18%	43
2024 Q2	$227K	Buy	+7,819	New	+$224K	0.08%	35
2023 Q4	$723K	Buy	27,456 +700	+3%	+$18.6K	0.32%	38
2023 Q3	$732K	Buy	26,756 +668	+3%	+$17.9K	0.4%	32
2023 Q2	$687K	Hold	26,088	–	–	0.32%	42
2023 Q1	$676K	Hold	26,088	–	–	0.39%	34
2022 Q4	$629K	Hold	26,088	–	–	0.41%	33
2022 Q3	$620K	Buy	+26,088	New	+$673K	0.44%	25
2022 Q1	$123K	Hold	4,766	–	–	0.06%	73
2021 Q4	$105K	Buy	+4,766	New	+$107K	0.05%	67
2021 Q2	$115K	Hold	4,766	–	–	0.05%	71
2021 Q1	$105K	Buy	+4,766	New	+$105K	0.05%	55
2018 Q3	–	Sell	-420	Closed	-$12K	–	103
2018 Q2	$12K	Buy	+420	New	+$11.5K	0.01%	75
2016 Q3	–	Sell	-223,161	Closed	-$6.53M	–	39
2016 Q2	$6.53M	Buy	+223,161	New	+$5.99M	6.06%	7

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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

HWG Holdings's EPD Position: Q2 2026 in Review

HWG Holdings increased its Enterprise Products Partners (EPD) stake by 0.79% in Q2 2026, buying an estimated $20.9K and bringing the position to 70,557 shares worth $2.59M. The position accounts for 0.59% of the portfolio, ranked #32.

HWG Holdings first reported a position in EPD in Q2 2016 and has held it in 21 quarters since. The position peaked at $6.53M in Q2 2016. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

HWG Holdings held 70,557 shares of Enterprise Products Partners worth $2.59M as of Q2 2026.
HWG Holdings bought 555 Enterprise Products Partners shares in Q2 2026, an estimated $20.9K.
Enterprise Products Partners made up 0.59% of HWG Holdings's portfolio in Q2 2026, its #32 holding.
HWG Holdings first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 21 quarters since.
HWG Holdings's Enterprise Products Partners position peaked at $6.53M in Q2 2016.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.