Provenance Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Provenance Wealth 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	$182K	Hold	4,960	–	–	0.02%	143
2026 Q1	$188K	Hold	4,960	–	–	0.02%	122
2025 Q4	$159K	Hold	4,960	–	–	0.02%	126
2025 Q3	$155K	Hold	4,960	–	–	0.02%	136
2025 Q2	$154K	Hold	4,960	–	–	0.02%	136
2025 Q1	$169K	Hold	4,960	–	–	0.02%	141
2024 Q4	$156K	Hold	4,960	–	–	0.02%	160
2024 Q3	$144K	Hold	4,960	–	–	0.02%	166
2024 Q2	$144K	Buy	+4,960	New	+$142K	0.02%	153

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 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

Provenance Wealth Advisors's EPD Position: Q2 2026 in Review

Provenance Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 4,960 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #143.

Provenance Wealth Advisors first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. The position peaked at $188K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Provenance Wealth Advisors held 4,960 shares of Enterprise Products Partners worth $182K as of Q2 2026.
Provenance Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Provenance Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
Provenance Wealth Advisors's Enterprise Products Partners position peaked at $188K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.