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Summit Financial Consulting’s Enterprise Products Partners EPD Stock Holding History

Summit Financial Consulting’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 		$372K Hold
9,833
– – 0.27% 31
2025
Q4 		$315K Hold
9,833
– – 0.23% 36
2025
Q3 		$307K Hold
9,833
– – 0.25% 36
2025
Q2 		$305K Hold
9,833
– – 0.27% 31
2025
Q1 		$336K Buy
+9,833
New +$327K 0.31% 31

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Goldman Sachs
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Fayez Sarofim & Co
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
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

Summit Financial Consulting's EPD Position: Q1 2026 in Review

Summit Financial Consulting held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 9,833 shares worth $372K. The position accounts for 0.27% of the portfolio, ranked #31.

Summit Financial Consulting first reported a position in EPD in Q1 2025 and has held it in 5 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Summit Financial Consulting held 9,833 shares of Enterprise Products Partners worth $372K as of Q1 2026.
  • Summit Financial Consulting left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.27% of Summit Financial Consulting's portfolio in Q1 2026, its #31 holding.
  • Summit Financial Consulting first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 5 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.