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PlanVest Financial’s Enterprise Products Partners EPD Stock Holding History

PlanVest 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 		$145K Hold
3,936
– – 0.1% 127
2026
Q1 		$149K Buy
+3,936
New +$139K 0.11% 110

Other funds holding EPD

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

PlanVest Financial's EPD Position: Q2 2026 in Review

PlanVest Financial held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 3,936 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #127.

PlanVest Financial first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $149K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • PlanVest Financial held 3,936 shares of Enterprise Products Partners worth $145K as of Q2 2026.
  • PlanVest Financial left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.1% of PlanVest Financial's portfolio in Q2 2026, its #127 holding.
  • PlanVest Financial first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Enterprise Products Partners position peaked at $149K in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.