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Powell Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Powell Investment Advisors’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 		$334K Buy
9,086
+126
+1% +$4.75K 0.11% 100
2026
Q1 		$339K Buy
8,960
+133
+2% +$4.71K 0.12% 102
2025
Q4 		$283K Buy
8,827
+146
+2% +$4.62K 0.1% 114
2025
Q3 		$271K Buy
8,681
+146
+2% +$4.61K 0.09% 118
2025
Q2 		$265K Buy
8,535
+140
+2% +$4.36K 0.1% 115
2025
Q1 		$287K Buy
8,395
+132
+2% +$4.4K 0.14% 89
2024
Q4 		$259K Buy
8,263
+138
+2% +$4.24K 0.12% 107
2024
Q3 		$237K Buy
8,125
+145
+2% +$4.24K 0.11% 110
2024
Q2 		$231K Buy
7,980
+139
+2% +$3.98K 0.12% 105
2024
Q1 		$229K Buy
7,841
+146
+2% +$4.01K 0.12% 105
2023
Q4 		$203K Buy
7,695
+143
+2% +$3.81K 0.11% 115
2023
Q3 		$207K Buy
+7,552
New +$202K 0.12% 104

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Powell Investment Advisors's EPD Position: Q2 2026 in Review

Powell Investment Advisors increased its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, buying an estimated $4.75K and bringing the position to 9,086 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #100.

Powell Investment Advisors first reported a position in EPD in Q3 2023 and has held it in 12 quarters since. The position peaked at $339K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Powell Investment Advisors held 9,086 shares of Enterprise Products Partners worth $334K as of Q2 2026.
  • Powell Investment Advisors bought 126 Enterprise Products Partners shares in Q2 2026, an estimated $4.75K.
  • Enterprise Products Partners made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Powell Investment Advisors first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 12 quarters since.
  • Powell Investment Advisors's Enterprise Products Partners position peaked at $339K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.