Simon Quick Advisors
EPD icon

Simon Quick Advisors’s Enterprise Products Partners EPD Stock Holding History

Simon Quick 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
Q3 		$1.23M Buy
34,444
+34
+0.1% +$1.3K 0.05% 194
2026
Q2 		$1.26M Sell
34,410
-1,504
-4% -$56.8K 0.05% 187
2026
Q1 		$1.36M Buy
35,914
+9,164
+34% +$324K 0.06% 170
2025
Q4 		$858K Buy
+26,750
New +$846K 0.04% 201
2022
Q2 		– Sell
-2,000
Closed -$52K – 250
2022
Q1 		$52K Sell
2,000
-200
-9% -$4.86K 0.01% 202
2021
Q4 		$48K Buy
2,200
+200
+10% +$4.49K 0.01% 232
2021
Q3 		$43K Sell
2,000
-2,530
-56% -$57.5K 0.01% 269
2021
Q2 		$109K Buy
4,530
+2,530
+127% +$59.9K 0.03% 143
2021
Q1 		$44K Hold
2,000
– – 0.01% 277
2020
Q4 		$39K Buy
+2,000
New +$37.2K 0.01% 265
2019
Q4 		– Sell
-1,450
Closed -$41K – 662
2019
Q3 		$41K Buy
1,450
+1,342
+1,243% +$39.1K 0.02% 194
2019
Q2 		$3.12K Sell
108
-1,892
-95% -$54.5K ﹤0.01% 319
2019
Q1 		$58K Buy
+2,000
New +$55.9K 0.02% 177
2017
Q4 		– Sell
-925
Closed -$24K – 480
2017
Q3 		$24K Buy
+925
New +$24.5K 0.01% 345
2017
Q2 		– Sell
-2,000
Closed -$55K – 316
2017
Q1 		$55K Sell
2,000
-1,200
-38% -$33.5K 0.03% 149
2016
Q4 		$87K Buy
+3,200
New +$83.4K 0.07% 127

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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 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

Simon Quick Advisors's EPD Position: Q3 2026 in Review

Simon Quick Advisors increased its Enterprise Products Partners (EPD) stake by 0.1% in Q3 2026, buying an estimated $1.3K and bringing the position to 34,444 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #194.

Simon Quick Advisors first reported a position in EPD in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2026. 577 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Simon Quick Advisors held 34,444 shares of Enterprise Products Partners worth $1.23M as of Q3 2026.
  • Simon Quick Advisors bought 34 Enterprise Products Partners shares in Q3 2026, an estimated $1.3K.
  • Enterprise Products Partners made up 0.05% of Simon Quick Advisors's portfolio in Q3 2026, its #194 holding.
  • Simon Quick Advisors first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 16 quarters since.
  • Simon Quick Advisors's Enterprise Products Partners position peaked at $1.36M in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.