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Leading Edge Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Leading Edge Financial Planning’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 		$615K Buy
16,730
+185
+1% +$6.98K 0.11% 38
2026
Q1 		$626K Buy
16,545
+227
+1% +$8.04K 0.13% 35
2025
Q4 		$523K Buy
16,318
+251
+2% +$7.94K 0.12% 35
2025
Q3 		$502K Buy
16,067
+250
+2% +$7.89K 0.13% 36
2025
Q2 		$490K Buy
15,817
+241
+2% +$7.51K 0.14% 37
2025
Q1 		$532K Sell
15,576
-199
-1% -$6.63K 0.17% 33
2024
Q4 		$495K Buy
15,775
+243
+2% +$7.46K 0.16% 36
2024
Q3 		$452K Buy
15,532
+147
+1% +$4.29K 0.15% 36
2024
Q2 		$446K Sell
15,385
-428
-3% -$12.3K 0.18% 34
2024
Q1 		$461K Buy
15,813
+202
+1% +$5.55K 0.2% 32
2023
Q4 		$411K Buy
15,611
+195
+1% +$5.2K 0.21% 34
2023
Q3 		$422K Sell
15,416
-849
-5% -$22.7K 0.27% 41
2023
Q2 		$429K Sell
16,265
-188
-1% -$4.91K 0.28% 35
2023
Q1 		$426K Buy
16,453
+181
+1% +$4.65K 0.31% 42
2022
Q4 		$392K Buy
+16,272
New +$401K 0.34% 42

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Leading Edge Financial Planning's EPD Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Enterprise Products Partners (EPD) stake by 1.1% in Q2 2026, buying an estimated $6.98K and bringing the position to 16,730 shares worth $615K. The position accounts for 0.11% of the portfolio, ranked #38.

Leading Edge Financial Planning first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $626K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Leading Edge Financial Planning held 16,730 shares of Enterprise Products Partners worth $615K as of Q2 2026.
  • Leading Edge Financial Planning bought 185 Enterprise Products Partners shares in Q2 2026, an estimated $6.98K.
  • Enterprise Products Partners made up 0.11% of Leading Edge Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Leading Edge Financial Planning first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Enterprise Products Partners position peaked at $626K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.