Legacy Financial Group (Oklahoma)’s Enterprise Products Partners EPD Stock Holding History

Legacy Financial Group (Oklahoma)’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	$280K	Hold	7,616	–	–	0.07%	76
2026 Q1	$288K	Sell	7,616 -84	-1%	-$2.97K	0.08%	70
2025 Q4	$247K	Buy	+7,700	New	+$243K	0.06%	74
2025 Q3	–	Sell	-12,190	Closed	-$378K	–	94
2025 Q2	$378K	Hold	12,190	–	–	0.11%	57
2025 Q1	$416K	Hold	12,190	–	–	0.13%	52
2024 Q4	$382K	Hold	12,190	–	–	0.12%	57
2024 Q3	$349K	Hold	12,190	–	–	0.12%	56
2024 Q2	$353K	Hold	12,190	–	–	0.13%	51
2024 Q1	$356K	Hold	12,190	–	–	0.14%	51
2023 Q4	$321K	Buy	12,190 +450	+4%	+$12K	0.14%	52
2023 Q3	$321K	Hold	11,740	–	–	0.16%	50
2023 Q2	$309K	Hold	11,740	–	–	0.15%	53
2023 Q1	$304K	Hold	11,740	–	–	0.17%	46
2022 Q4	$283K	Buy	+11,740	New	+$289K	0.17%	46

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Legacy Financial Group (Oklahoma)'s EPD Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,616 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #76.

Legacy Financial Group (Oklahoma) first reported a position in EPD in Q4 2022 and has held it in 14 quarters since. The position peaked at $416K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Legacy Financial Group (Oklahoma) held 7,616 shares of Enterprise Products Partners worth $280K as of Q2 2026.
Legacy Financial Group (Oklahoma) left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.07% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #76 holding.
Legacy Financial Group (Oklahoma) first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s Enterprise Products Partners position peaked at $416K in Q1 2025.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.