Summa Corp’s Enterprise Products Partners EPD Stock Holding History

Summa Corp’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 Q1	$587K	Hold	15,500	–	–	0.24%	46
2025 Q4	$497K	Hold	15,500	–	–	0.21%	51
2025 Q3	$485K	Hold	15,500	–	–	0.21%	48
2025 Q2	$481K	Hold	15,500	–	–	0.25%	43
2025 Q1	$529K	Hold	15,500	–	–	0.31%	35
2024 Q4	$486K	Hold	15,500	–	–	0.24%	41
2024 Q3	$451K	Hold	15,500	–	–	0.22%	44
2024 Q2	$449K	Hold	15,500	–	–	0.22%	41
2024 Q1	$452K	Hold	15,500	–	–	0.25%	41
2023 Q4	$408K	Buy	+15,500	New	+$413K	0.29%	45

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Summa Corp's EPD Position: Q1 2026 in Review

Summa Corp held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 15,500 shares worth $587K. The position accounts for 0.24% of the portfolio, ranked #46.

Summa Corp first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Summa Corp held 15,500 shares of Enterprise Products Partners worth $587K as of Q1 2026.
Summa Corp left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.24% of Summa Corp's portfolio in Q1 2026, its #46 holding.
Summa Corp first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.