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 Q2	$570K	Hold	15,500	–	–	0.18%	53
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 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

Summa Corp's EPD Position: Q2 2026 in Review

Summa Corp held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 15,500 shares worth $570K. The position accounts for 0.18% of the portfolio, ranked #53.

Summa Corp first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $587K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Summa Corp held 15,500 shares of Enterprise Products Partners worth $570K as of Q2 2026.
Summa Corp left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.18% of Summa Corp's portfolio in Q2 2026, its #53 holding.
Summa Corp first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Summa Corp's Enterprise Products Partners position peaked at $587K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.