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Mowery & Schoenfeld Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Mowery & Schoenfeld 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 		$58.8K Hold
1,600
– – 0.08% 124
2026
Q1 		$60.5K Hold
1,600
– – 0.09% 116
2025
Q4 		$51.3K Hold
1,600
– – 0.07% 135
2025
Q3 		$50K Buy
+1,600
New +$50.5K 0.09% 119

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Mowery & Schoenfeld Wealth Management's EPD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,600 shares worth $58.8K. The position accounts for 0.08% of the portfolio, ranked #124.

Mowery & Schoenfeld Wealth Management first reported a position in EPD in Q3 2025 and has held it in 4 quarters since. The position peaked at $60.5K in Q1 2026. 1,163 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,600 shares of Enterprise Products Partners worth $58.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 4 quarters since.
  • Mowery & Schoenfeld Wealth Management's Enterprise Products Partners position peaked at $60.5K in Q1 2026.
  • 1,163 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.