Peak Planning Group’s Enterprise Products Partners EPD Stock Holding History

Peak Planning Group’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	$555K	Buy	15,104 +46	+0.3%	+$1.74K	0.13%	72
2026 Q1	$570K	Buy	15,058 +22	+0.1%	+$779	0.16%	71
2025 Q4	$482K	Buy	15,036 +161	+1%	+$5.09K	0.14%	81
2025 Q3	$465K	Buy	14,875 +160	+1%	+$5.05K	0.24%	56
2025 Q2	$456K	Sell	14,715 -146	-1%	-$4.55K	0.29%	51
2025 Q1	$507K	Buy	14,861 +150	+1%	+$5K	0.21%	68
2024 Q4	$461K	Buy	14,711 +155	+1%	+$4.76K	0.19%	72
2024 Q3	$424K	Sell	14,556 -1,273	-8%	-$37.2K	0.19%	76
2024 Q2	$459K	Buy	+15,829	New	+$454K	0.23%	69

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

Peak Planning Group's EPD Position: Q2 2026 in Review

Peak Planning Group increased its Enterprise Products Partners (EPD) stake by 0.31% in Q2 2026, buying an estimated $1.74K and bringing the position to 15,104 shares worth $555K. The position accounts for 0.13% of the portfolio, ranked #72.

Peak Planning Group first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. The position peaked at $570K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Peak Planning Group held 15,104 shares of Enterprise Products Partners worth $555K as of Q2 2026.
Peak Planning Group bought 46 Enterprise Products Partners shares in Q2 2026, an estimated $1.74K.
Enterprise Products Partners made up 0.13% of Peak Planning Group's portfolio in Q2 2026, its #72 holding.
Peak Planning Group first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's Enterprise Products Partners position peaked at $570K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.