Plan Group Financial’s Enterprise Products Partners EPD Stock Holding History

Plan Group Financial’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	$1.49M	Sell	40,643 -7,494	-16%	-$283K	0.31%	78
2026 Q1	$1.82M	Buy	48,137 +13,988	+41%	+$495K	0.43%	69
2025 Q4	$1.09M	Sell	34,149 -11,455	-25%	-$362K	0.28%	82
2025 Q3	$1.43M	Buy	45,604 +765	+2%	+$24.1K	0.38%	75
2025 Q2	$1.39M	Sell	44,839 -6,135	-12%	-$191K	0.46%	73
2025 Q1	$1.74M	Buy	50,974 +14,485	+40%	+$482K	0.62%	40
2024 Q4	$1.14M	Buy	36,489 +4,811	+15%	+$148K	0.6%	36
2024 Q3	$922K	Buy	31,678 +3,418	+12%	+$99.8K	0.49%	48
2024 Q2	$819K	Buy	28,260 +12,031	+74%	+$345K	0.5%	44
2024 Q1	$474K	Buy	16,229 +5,249	+48%	+$144K	0.31%	52
2023 Q4	$289K	Buy	10,980 +1,100	+11%	+$29.3K	0.25%	54
2023 Q3	$270K	Buy	+9,880	New	+$264K	0.19%	56
2022 Q2	$200K	Buy	+8,234	New	+$217K	0.34%	54

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

Plan Group Financial's EPD Position: Q2 2026 in Review

Plan Group Financial reduced its Enterprise Products Partners (EPD) stake by 16% in Q2 2026, selling an estimated $283K and leaving 40,643 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #78.

Plan Group Financial first reported a position in EPD in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.82M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Plan Group Financial held 40,643 shares of Enterprise Products Partners worth $1.49M as of Q2 2026.
Plan Group Financial sold 7,494 Enterprise Products Partners shares in Q2 2026, an estimated $283K.
Enterprise Products Partners made up 0.31% of Plan Group Financial's portfolio in Q2 2026, its #78 holding.
Plan Group Financial first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's Enterprise Products Partners position peaked at $1.82M in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.