Powers Advisory Group
EPD icon

Powers Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Powers Advisory Group’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 		$783K Sell
21,988
-1,497
-6% -$57.1K 0.24% 56
2026
Q2 		$863K Buy
23,485
+144
+0.6% +$5.43K 0.27% 57
2026
Q1 		$883K Buy
23,341
+259
+1% +$9.17K 0.31% 51
2025
Q4 		$740K Buy
23,082
+285
+1% +$9.01K 0.28% 55
2025
Q3 		$713K Buy
22,797
+166
+0.7% +$5.24K 0.28% 56
2025
Q2 		$702K Buy
22,631
+276
+1% +$8.6K 0.31% 55
2025
Q1 		$763K Buy
22,355
+258
+1% +$8.59K 0.36% 49
2024
Q4 		$693K Buy
22,097
+271
+1% +$8.32K 0.35% 49
2024
Q3 		$635K Buy
21,826
+284
+1% +$8.3K 0.32% 51
2024
Q2 		$624K Buy
21,542
+274
+1% +$7.86K 0.34% 48
2024
Q1 		$621K Buy
21,268
+193
+0.9% +$5.3K 0.35% 47
2023
Q4 		$555K Buy
21,075
+309
+1% +$8.23K 0.34% 52
2023
Q3 		$568K Buy
20,766
+298
+1% +$7.97K 0.39% 48
2023
Q2 		$539K Buy
20,468
+298
+1% +$7.79K 0.36% 51
2023
Q1 		$522K Buy
20,170
+173
+0.9% +$4.44K 0.37% 52
2022
Q4 		$482K Buy
19,997
+175
+0.9% +$4.31K 0.36% 57
2022
Q3 		$471K Sell
19,822
-114
-0.6% -$2.94K 0.38% 57
2022
Q2 		$486K Buy
19,936
+268
+1% +$7.05K 0.37% 62
2022
Q1 		$508K Buy
19,668
+283
+1% +$6.87K 0.35% 64
2021
Q4 		$426K Buy
+19,385
New +$435K 0.3% 68

Other funds holding EPD

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Powers Advisory Group's EPD Position: Q3 2026 in Review

Powers Advisory Group reduced its Enterprise Products Partners (EPD) stake by 6.4% in Q3 2026, selling an estimated $57.1K and leaving 21,988 shares worth $783K. The position accounts for 0.24% of the portfolio, ranked #56.

Powers Advisory Group first reported a position in EPD in Q4 2021 and has held it in 20 quarters since. The position peaked at $883K in Q1 2026. 421 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Powers Advisory Group held 21,988 shares of Enterprise Products Partners worth $783K as of Q3 2026.
  • Powers Advisory Group sold 1,497 Enterprise Products Partners shares in Q3 2026, an estimated $57.1K.
  • Enterprise Products Partners made up 0.24% of Powers Advisory Group's portfolio in Q3 2026, its #56 holding.
  • Powers Advisory Group first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Enterprise Products Partners position peaked at $883K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.