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Pinnacle Wealth Planning Services’s Enterprise Products Partners EPD Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$9.46K Sell
250
-1,750
-88% -$61.9K ﹤0.01% 2023
2025
Q4 		$64.1K Buy
+2,000
New +$63.2K 0.01% 1035
2021
Q1 		– Sell
-8
Closed – – 843
2020
Q4 		$0 Buy
+8
New +$149 ﹤0.01% 2270

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's EPD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Enterprise Products Partners (EPD) stake by 88% in Q1 2026, selling an estimated $61.9K and leaving 250 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Pinnacle Wealth Planning Services first reported a position in EPD in Q4 2020 and has held it in 3 quarters since. The position peaked at $64.1K in Q4 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 250 shares of Enterprise Products Partners worth $9.46K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,750 Enterprise Products Partners shares in Q1 2026, an estimated $61.9K.
  • Enterprise Products Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2023 holding.
  • Pinnacle Wealth Planning Services first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Enterprise Products Partners position peaked at $64.1K in Q4 2025.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.