MBE Wealth Management’s Enterprise Products Partners EPD Stock Holding History

MBE 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	$262K	Buy	7,347 +18	+0.2%	+$687	0.09%	139
2026 Q2	$269K	Sell	7,329 -294	-4%	-$11.1K	0.09%	132
2026 Q1	$288K	Buy	7,623 +43	+0.6%	+$1.52K	0.12%	114
2025 Q4	$243K	Buy	7,580 +47	+0.6%	+$1.49K	0.1%	119
2025 Q3	$236K	Buy	+7,533	New	+$238K	0.1%	121
2020 Q2	–	Sell	-1,933	Closed	-$27K	–	187
2020 Q1	$27K	Buy	+1,933	New	+$44.9K	0.03%	178

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

MBE Wealth Management's EPD Position: Q3 2026 in Review

MBE Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.25% in Q3 2026, buying an estimated $687 and bringing the position to 7,347 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #139.

MBE Wealth Management first reported a position in EPD in Q1 2020 and has held it in 6 quarters since. The position peaked at $288K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

MBE Wealth Management held 7,347 shares of Enterprise Products Partners worth $262K as of Q3 2026.
MBE Wealth Management bought 18 Enterprise Products Partners shares in Q3 2026, an estimated $687.
Enterprise Products Partners made up 0.09% of MBE Wealth Management's portfolio in Q3 2026, its #139 holding.
MBE Wealth Management first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 6 quarters since.
MBE Wealth Management's Enterprise Products Partners position peaked at $288K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.