Summit Financial Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Summit Financial Wealth Advisors’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	$537K	Buy	14,608 +3	+0%	+$113	0.07%	123
2026 Q1	$553K	Buy	14,605 +880	+6%	+$31.1K	0.08%	108
2025 Q4	$440K	Buy	13,725 +3,324	+32%	+$105K	0.06%	118
2025 Q3	$324K	Hold	10,401	–	–	0.05%	131
2025 Q2	$323K	Buy	10,401 +2,250	+28%	+$70.1K	0.06%	123
2025 Q1	$278K	Hold	8,151	–	–	0.06%	121
2024 Q4	$270K	Hold	8,151	–	–	0.05%	127
2024 Q3	$237K	Buy	+8,151	New	+$238K	0.04%	132
2019 Q4	–	Sell	-7,566	Closed	-$209K	–	143
2019 Q3	$209K	Buy	7,566 +370	+5%	+$10.8K	0.05%	135
2019 Q2	$208K	Buy	+7,196	New	+$207K	0.05%	143
2015 Q4	–	Sell	-1,446	Closed	-$36K	–	146
2015 Q3	$36K	Hold	1,446	–	–	0.02%	138
2015 Q2	$43K	Hold	1,446	–	–	0.03%	153
2015 Q1	$49K	Hold	1,446	–	–	0.03%	121
2014 Q4	$52K	Buy	+1,446	New	+$53.5K	0.04%	120

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

Summit Financial Wealth Advisors's EPD Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 0.02% in Q2 2026, buying an estimated $113 and bringing the position to 14,608 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #123.

Summit Financial Wealth Advisors first reported a position in EPD in Q4 2014 and has held it in 14 quarters since. The position peaked at $553K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Summit Financial Wealth Advisors held 14,608 shares of Enterprise Products Partners worth $537K as of Q2 2026.
Summit Financial Wealth Advisors bought 3 Enterprise Products Partners shares in Q2 2026, an estimated $113.
Enterprise Products Partners made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Summit Financial Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 14 quarters since.
Summit Financial Wealth Advisors's Enterprise Products Partners position peaked at $553K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.