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Keeler & Nadler Financial Planning & Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Keeler & Nadler Financial Planning & 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
Q2 		$205K Buy
5,573
+15
+0.3% +$566 0.06% 84
2026
Q1 		$210K Buy
+5,558
New +$197K 0.07% 80

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's EPD Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.27% in Q2 2026, buying an estimated $566 and bringing the position to 5,573 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #84.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 995 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 5,573 shares of Enterprise Products Partners worth $205K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 15 Enterprise Products Partners shares in Q2 2026, an estimated $566.
  • Enterprise Products Partners made up 0.06% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's Enterprise Products Partners position peaked at $210K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.