Pinnacle Wealth Management Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Pinnacle Wealth Management Advisory 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	$366K	Buy	9,962 +1	+0%	+$38	0.02%	360
2026 Q1	$377K	Hold	9,961	–	–	0.03%	345
2025 Q4	$319K	Buy	9,961 +1	+0%	+$32	0.02%	384
2025 Q3	$311K	Buy	+9,960	New	+$314K	0.02%	308
2024 Q2	–	Sell	-10,531	Closed	-$307K	–	357
2024 Q1	$307K	Buy	+10,531	New	+$289K	0.03%	256
2023 Q3	–	Sell	-10,651	Closed	-$281K	–	326
2023 Q2	$281K	Hold	10,651	–	–	0.03%	248
2023 Q1	$276K	Hold	10,651	–	–	0.04%	247
2022 Q4	$257K	Hold	10,651	–	–	0.04%	243
2022 Q3	$253K	Hold	10,651	–	–	0.04%	229
2022 Q2	$260K	Hold	10,651	–	–	0.04%	241
2022 Q1	$275K	Hold	10,651	–	–	0.04%	239
2021 Q4	$234K	Buy	+10,651	New	+$239K	0.04%	242

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

Pinnacle Wealth Management Advisory Group's EPD Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Enterprise Products Partners (EPD) stake by 0.01% in Q2 2026, buying an estimated $38 and bringing the position to 9,962 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #360.

Pinnacle Wealth Management Advisory Group first reported a position in EPD in Q4 2021 and has held it in 12 quarters since. The position peaked at $377K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 9,962 shares of Enterprise Products Partners worth $366K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1 Enterprise Products Partners share in Q2 2026, an estimated $38.
Enterprise Products Partners made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #360 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 12 quarters since.
Pinnacle Wealth Management Advisory Group's Enterprise Products Partners position peaked at $377K in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.