Midwest Trust
EPD icon

Midwest Trust’s Enterprise Products Partners EPD Stock Holding History

Midwest Trust’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 		$662K Buy
18,588
+2,930
+19% +$112K 0.01% 418
2026
Q2 		$576K Sell
15,658
-850
-5% -$32.1K 0.01% 426
2026
Q1 		$625K Buy
16,508
+3,650
+28% +$129K 0.01% 402
2025
Q4 		$412K Sell
12,858
-1,238
-9% -$39.1K 0.01% 450
2025
Q3 		$441K Sell
14,096
-2,961
-17% -$93.4K 0.01% 442
2025
Q2 		$529K Buy
+17,057
New +$531K 0.01% 412

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Wealth Enhancement Advisory Services
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Sanders Morris Harris
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Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Midwest Trust's EPD Position: Q3 2026 in Review

Midwest Trust increased its Enterprise Products Partners (EPD) stake by 19% in Q3 2026, buying an estimated $112K and bringing the position to 18,588 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #418.

Midwest Trust first reported a position in EPD in Q2 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Midwest Trust held 18,588 shares of Enterprise Products Partners worth $662K as of Q3 2026.
  • Midwest Trust bought 2,930 Enterprise Products Partners shares in Q3 2026, an estimated $112K.
  • Enterprise Products Partners made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #418 holding.
  • Midwest Trust first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.