Planning Strategies
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Planning Strategies’s Enterprise Products Partners EPD Stock Holding History

Planning Strategies’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
Q3 		$2.44M Buy
68,501
+118
+0.2% +$4.5K 1.44% 16
2026
Q2 		$2.51M Buy
+68,383
New +$2.58M 1.57% 16

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Planning Strategies's EPD Position: Q3 2026 in Review

Planning Strategies increased its Enterprise Products Partners (EPD) stake by 0.17% in Q3 2026, buying an estimated $4.5K and bringing the position to 68,501 shares worth $2.44M. The position accounts for 1.44% of the portfolio, ranked #16.

Planning Strategies first reported a position in EPD in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.51M in Q2 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Planning Strategies held 68,501 shares of Enterprise Products Partners worth $2.44M as of Q3 2026.
  • Planning Strategies bought 118 Enterprise Products Partners shares in Q3 2026, an estimated $4.5K.
  • Enterprise Products Partners made up 1.44% of Planning Strategies's portfolio in Q3 2026, its #16 holding.
  • Planning Strategies first reported a position in Enterprise Products Partners in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Enterprise Products Partners position peaked at $2.51M in Q2 2026.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.