M.E. Allison & Co’s Enterprise Products Partners EPD Stock Holding History

M.E. Allison & Co’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	$285K	Buy	7,765 +402	+5%	+$15.2K	0.16%	153
2026 Q1	$279K	Hold	7,363	–	–	0.18%	146
2025 Q4	$236K	Hold	7,363	–	–	0.16%	155
2025 Q3	$230K	Sell	7,363 -115	-2%	-$3.63K	0.16%	157
2025 Q2	$232K	Buy	+7,478	New	+$233K	0.19%	150

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

M.E. Allison & Co's EPD Position: Q2 2026 in Review

M.E. Allison & Co increased its Enterprise Products Partners (EPD) stake by 5.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 7,765 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #153.

M.E. Allison & Co first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

M.E. Allison & Co held 7,765 shares of Enterprise Products Partners worth $285K as of Q2 2026.
M.E. Allison & Co bought 402 Enterprise Products Partners shares in Q2 2026, an estimated $15.2K.
Enterprise Products Partners made up 0.16% of M.E. Allison & Co's portfolio in Q2 2026, its #153 holding.
M.E. Allison & Co first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.