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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 21.71% 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 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.