Smith Salley Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Smith Salley Wealth Management’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	$256K	Buy	6,974 +15	+0.2%	+$566	0.01%	249
2026 Q1	$263K	Buy	6,959 +16	+0.2%	+$566	0.01%	233
2025 Q4	$223K	Buy	+6,943	New	+$220K	0.01%	251
2025 Q2	–	Sell	-8,367	Closed	-$286K	–	259
2025 Q1	$286K	Sell	8,367 -204	-2%	-$6.79K	0.02%	207
2024 Q4	$269K	Hold	8,571	–	–	0.02%	216
2024 Q3	$250K	Buy	+8,571	New	+$250K	0.02%	220
2022 Q3	–	Sell	-8,874	Closed	-$216K	–	217
2022 Q2	$216K	Buy	+8,874	New	+$233K	0.02%	212
2019 Q3	–	Sell	-9,805	Closed	-$283K	–	193
2019 Q2	$283K	Buy	+9,805	New	+$283K	0.04%	165
2014 Q1	–	Sell	-7,766	Closed	-$257K	–	112
2013 Q4	$257K	Hold	7,766	–	–	0.17%	87
2013 Q3	$237K	Hold	7,766	–	–	0.19%	74
2013 Q2	$241K	Buy	+7,766	New	+$235K	0.19%	77

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Smith Salley Wealth Management's EPD Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.22% in Q2 2026, buying an estimated $566 and bringing the position to 6,974 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #249.

Smith Salley Wealth Management first reported a position in EPD in Q2 2013 and has held it in 11 quarters since. The position peaked at $286K in Q1 2025. 867 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Smith Salley Wealth Management held 6,974 shares of Enterprise Products Partners worth $256K as of Q2 2026.
Smith Salley Wealth Management bought 15 Enterprise Products Partners shares in Q2 2026, an estimated $566.
Enterprise Products Partners made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #249 holding.
Smith Salley Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 11 quarters since.
Smith Salley Wealth Management's Enterprise Products Partners position peaked at $286K in Q1 2025.
867 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.