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Summit Financial’s Enterprise Products Partners EPD Stock Holding History

Summit Financial’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 		$5.61M Sell
148,171
-5,004
-3% -$177K 0.07% 285
2025
Q4 		$4.91M Buy
153,175
+4,491
+3% +$142K 0.07% 271
2025
Q3 		$4.65M Buy
148,684
+4,076
+3% +$129K 0.07% 273
2025
Q2 		$4.48M Buy
144,608
+1,694
+1% +$52.8K 0.1% 172
2025
Q1 		$4.88M Buy
142,914
+514
+0.4% +$17.1K 0.14% 143
2024
Q4 		$4.47M Buy
142,400
+110,768
+350% +$3.4M 0.16% 115
2024
Q3 		$921K Buy
31,632
+74
+0.2% +$2.16K 0.04% 271
2024
Q2 		$915K Buy
31,558
+13,281
+73% +$381K 0.04% 243
2024
Q1 		$533K Buy
+18,277
New +$502K 0.03% 245
2020
Q2 		– Sell
-13,604
Closed -$195K – 38
2020
Q1 		$195K Sell
13,604
-8,842
-39% -$205K 0.04% 37
2019
Q4 		$632K Buy
22,446
+20,455
+1,027% +$554K 0.11% 26
2019
Q3 		$226K Sell
1,991
-23,634
-92% -$688K 0.04% 24
2019
Q2 		$740K Sell
25,625
-4,859
-16% -$140K 0.12% 23
2019
Q1 		$887K Sell
30,484
-717
-2% -$20K 0.15% 21
2018
Q4 		$767K Buy
+31,201
New +$835K 0.15% 23

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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's EPD Position: Q1 2026 in Review

Summit Financial reduced its Enterprise Products Partners (EPD) stake by 3.3% in Q1 2026, selling an estimated $177K and leaving 148,171 shares worth $5.61M. The position accounts for 0.07% of the portfolio, ranked #285.

Summit Financial first reported a position in EPD in Q4 2018 and has held it in 15 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Summit Financial held 148,171 shares of Enterprise Products Partners worth $5.61M as of Q1 2026.
  • Summit Financial sold 5,004 Enterprise Products Partners shares in Q1 2026, an estimated $177K.
  • Enterprise Products Partners made up 0.07% of Summit Financial's portfolio in Q1 2026, its #285 holding.
  • Summit Financial first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 15 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.