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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
2026
Q1 		– Sell
-6,000
Closed -$192K – 1140
2025
Q4 		$192K Buy
+6,000
New +$190K 0.03% 338
2025
Q1 		– Sell
-3,000
Closed -$94.1K – 879
2024
Q4 		$94.1K Buy
+3,000
New +$92.2K 0.02% 233
2024
Q2 		– Sell
-200
Closed -$6K – 630
2024
Q1 		$6K Sell
200
-20,000
-99% -$549K ﹤0.01% 366
2023
Q4 		$532K Sell
20,200
-1,200
-6% -$32K 0.05% 186
2023
Q3 		$586K Buy
+21,400
New +$572K 0.06% 117
2023
Q1 		– Sell
-6,400
Closed -$154K – 940
2022
Q4 		$154K Hold
6,400
– – 0.01% 524
2022
Q3 		$152K Sell
6,400
-23,700
-79% -$611K 0.01% 461
2022
Q2 		$734K Sell
30,100
-4,900
-14% -$129K 0.09% 153
2022
Q1 		$903K Sell
35,000
-104,800
-75% -$2.54M 0.1% 154
2021
Q4 		$3.07M Buy
139,800
+138,584
+11,397% +$3.11M 0.14% 118
2021
Q3 		$2.63M Buy
+1,216
New +$27.6K 0.2% 118
2021
Q1 		– Sell
-120
Closed -$235K – 617
2020
Q4 		$235K Buy
+120
New +$2.23K 0.02% 502
2018
Q2 		– Sell
-200
Closed -$490K – 234
2018
Q1 		$490K Buy
+200
New +$5.33K 0.12% 88
2015
Q1 		– Sell
-564
Closed -$5K – 453
2014
Q4 		$5K Buy
+564
New +$20.9K ﹤0.01% 501
2014
Q1 		– Sell
-164
Closed -$11K – 453
2013
Q4 		$11K Buy
+164
New +$5.11K ﹤0.01% 342

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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 Securities Group's EPD Position: Q2 2026 in Review

Summit Securities Group increased its Enterprise Products Partners (EPD) stake by 170% in Q2 2026, buying an estimated $540K and bringing the position to 22,700 shares worth $834K. The position accounts for 0.08% of the portfolio, ranked #141.

Summit Securities Group first reported a position in EPD in Q3 2013 and has held it in 38 quarters since. The position peaked at $3.63M in Q2 2021. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Summit Securities Group held 22,700 shares of Enterprise Products Partners worth $834K as of Q2 2026.
  • Summit Securities Group bought 14,300 Enterprise Products Partners shares in Q2 2026, an estimated $540K.
  • Enterprise Products Partners made up 0.08% of Summit Securities Group's portfolio in Q2 2026, its #141 holding.
  • Summit Securities Group first reported a position in Enterprise Products Partners in Q3 2013 and has held it in 38 quarters since.
  • Summit Securities Group's Enterprise Products Partners position peaked at $3.63M in Q2 2021.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.