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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
Q2 		$9.19K Hold
250
– – ﹤0.01% 2098
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 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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 Planning Services's EPD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 250 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Pinnacle Wealth Planning Services first reported a position in EPD in Q4 2020 and has held it in 4 quarters since. The position peaked at $64.1K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 250 shares of Enterprise Products Partners worth $9.19K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2098 holding.
  • Pinnacle Wealth Planning Services first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Enterprise Products Partners position peaked at $64.1K in Q4 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.