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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
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

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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

MBE Wealth Management's EPD Position: Q2 2026 in Review

MBE Wealth Management reduced its Enterprise Products Partners (EPD) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 7,329 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #132.

MBE Wealth Management first reported a position in EPD in Q1 2020 and has held it in 5 quarters since. The position peaked at $288K in Q1 2026. 726 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • MBE Wealth Management held 7,329 shares of Enterprise Products Partners worth $269K as of Q2 2026.
  • MBE Wealth Management sold 294 Enterprise Products Partners shares in Q2 2026, an estimated $11.1K.
  • Enterprise Products Partners made up 0.09% of MBE Wealth Management's portfolio in Q2 2026, its #132 holding.
  • MBE Wealth Management first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 5 quarters since.
  • MBE Wealth Management's Enterprise Products Partners position peaked at $288K in Q1 2026.
  • 726 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.