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 Q2	$2.51M	Buy	+68,383	New	+$2.58M	1.57%	16

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Planning Strategies's EPD Position: Q2 2026 in Review

Planning Strategies opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 68,383 shares worth $2.51M. The stake represents 1.57% of the portfolio and ranks #16 among its holdings.

1,526 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Planning Strategies held 68,383 shares of Enterprise Products Partners worth $2.51M as of Q2 2026.
Enterprise Products Partners was a new Planning Strategies position in Q2 2026.
Enterprise Products Partners made up 1.57% of Planning Strategies's portfolio in Q2 2026, its #16 holding.
1,526 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.