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 Q3	$350K	Hold	9,833	–	–	0.26%	34
2026 Q2	$361K	Hold	9,833	–	–	0.25%	37
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

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Summit Financial Consulting's EPD Position: Q3 2026 in Review

Summit Financial Consulting held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 9,833 shares worth $350K. The position accounts for 0.26% of the portfolio, ranked #34.

Summit Financial Consulting first reported a position in EPD in Q1 2025 and has held it in 7 quarters since. The position peaked at $372K in Q1 2026. 403 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Summit Financial Consulting held 9,833 shares of Enterprise Products Partners worth $350K as of Q3 2026.
Summit Financial Consulting left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.26% of Summit Financial Consulting's portfolio in Q3 2026, its #34 holding.
Summit Financial Consulting first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's Enterprise Products Partners position peaked at $372K in Q1 2026.
403 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.