Novak & Powell Financial Services’s Enterprise Products Partners EPD Stock Holding History

Novak & Powell Financial Services’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	$1.56M	Buy	42,385 +483	+1%	+$18.2K	0.73%	36
2026 Q1	$1.59M	Buy	41,902 +406	+1%	+$14.4K	0.85%	31
2025 Q4	$1.33M	Buy	41,496 +593	+1%	+$18.8K	0.69%	36
2025 Q3	$1.28M	Buy	40,903 +616	+2%	+$19.4K	0.67%	37
2025 Q2	$1.25M	Buy	40,287 +618	+2%	+$19.3K	0.87%	23
2025 Q1	$1.35M	Buy	39,669 +504	+1%	+$16.8K	0.84%	32
2024 Q4	$1.23M	Sell	39,165 -1,017	-3%	-$31.2K	0.73%	33
2024 Q3	$1.17M	Buy	40,182 +524	+1%	+$15.3K	0.68%	36
2024 Q2	$1.15M	Buy	39,658 +631	+2%	+$18.1K	0.71%	37
2024 Q1	$1.14M	Buy	39,027 +468	+1%	+$12.8K	0.85%	27
2023 Q4	$1.02M	Buy	+38,559	New	+$1.03M	0.68%	39

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Novak & Powell Financial Services's EPD Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Enterprise Products Partners (EPD) stake by 1.2% in Q2 2026, buying an estimated $18.2K and bringing the position to 42,385 shares worth $1.56M. The position accounts for 0.73% of the portfolio, ranked #36.

Novak & Powell Financial Services first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Novak & Powell Financial Services held 42,385 shares of Enterprise Products Partners worth $1.56M as of Q2 2026.
Novak & Powell Financial Services bought 483 Enterprise Products Partners shares in Q2 2026, an estimated $18.2K.
Enterprise Products Partners made up 0.73% of Novak & Powell Financial Services's portfolio in Q2 2026, its #36 holding.
Novak & Powell Financial Services first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Enterprise Products Partners position peaked at $1.59M in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.