Jackson Thornton Wealth Management
EPD icon

Jackson Thornton Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Jackson Thornton 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 		$222K Sell
6,235
-195
-3% -$7.44K 0.02% 311
2026
Q2 		$236K Sell
6,430
-290
-4% -$10.9K 0.02% 363
2026
Q1 		$251K Hold
6,720
– – 0.02% 235
2025
Q4 		$213K Buy
+6,720
New +$212K 0.02% 288

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Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Jackson Thornton Wealth Management's EPD Position: Q3 2026 in Review

Jackson Thornton Wealth Management reduced its Enterprise Products Partners (EPD) stake by 3% in Q3 2026, selling an estimated $7.44K and leaving 6,235 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #311.

Jackson Thornton Wealth Management first reported a position in EPD in Q4 2025 and has held it in 4 quarters since. The position peaked at $251K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Jackson Thornton Wealth Management held 6,235 shares of Enterprise Products Partners worth $222K as of Q3 2026.
  • Jackson Thornton Wealth Management sold 195 Enterprise Products Partners shares in Q3 2026, an estimated $7.44K.
  • Enterprise Products Partners made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #311 holding.
  • Jackson Thornton Wealth Management first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Enterprise Products Partners position peaked at $251K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.