Summit Securities Group’s Enterprise Products Partners EPD Stock Holding History

Summit Securities Group’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
2023 Q2	–	Sell	-10,800	Closed	-$280K	–	944
2023 Q1	$280K	Buy	+10,800	New	+$277K	0.02%	181
2022 Q2	–	Sell	-22,000	Closed	-$568K	–	1024
2022 Q1	$568K	Buy	+22,000	New	+$534K	0.06%	213
2021 Q4	–	Sell	-736	Closed	-$1.59M	–	845
2021 Q3	$1.59M	Sell	736 -55	-7%	-$1.25K	0.12%	186
2021 Q2	$1.91M	Buy	791 +81	+11%	+$1.92K	0.16%	142
2021 Q1	$1.56M	Buy	+710	New	+$15.6K	0.17%	134
2019 Q2	–	Sell	-115	Closed	-$335K	–	343
2019 Q1	$335K	Buy	+115	New	+$3.21K	0.06%	150
2018 Q4	–	Sell	-396	Closed	-$432K	–	318
2018 Q3	$432K	Buy	+396	New	+$11.4K	0.16%	95
2017 Q4	–	Sell	-356	Closed	-$928K	–	205
2017 Q3	$928K	Buy	356 +236	+197%	+$6.24K	0.16%	61
2017 Q2	$325K	Buy	+120	New	+$3.25K	0.06%	150
2013 Q4	–	Sell	-146	Closed	-$5K	–	544
2013 Q3	$5K	Buy	+146	New	+$4.46K	﹤0.01%	299

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 Securities Group's EPD Position: Q1 2026 in Review

Summit Securities Group reduced its Enterprise Products Partners (EPD) stake by 56% in Q1 2026, selling an estimated $386K and leaving 8,400 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #186.

Summit Securities Group first reported a position in EPD in Q3 2013 and has held it in 37 quarters since. The position peaked at $3.63M in Q2 2021. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Summit Securities Group held 8,400 shares of Enterprise Products Partners worth $318K as of Q1 2026.
Summit Securities Group sold 10,900 Enterprise Products Partners shares in Q1 2026, an estimated $386K.
Enterprise Products Partners made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #186 holding.
Summit Securities Group first reported a position in Enterprise Products Partners in Q3 2013 and has held it in 37 quarters since.
Summit Securities Group's Enterprise Products Partners position peaked at $3.63M in Q2 2021.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.