Triangle Securities Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Triangle Securities Wealth Management’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	$221K	Buy	5,999 +40	+0.7%	+$1.51K	0.04%	207
2026 Q1	$225K	Sell	5,959 -6,628	-53%	-$235K	0.05%	200
2025 Q4	$399K	Buy	+12,587	New	+$398K	0.08%	173
2019 Q2	–	Sell	-7,493	Closed	-$218K	–	149
2019 Q1	$218K	Sell	7,493 -1,973	-21%	-$55.1K	0.11%	143
2018 Q4	$233K	Buy	+9,466	New	+$253K	0.14%	129
2013 Q3	–	Sell	-992	Closed	-$31K	–	200
2013 Q2	$31K	Buy	+992	New	+$30.1K	0.02%	317

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Triangle Securities Wealth Management's EPD Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.67% in Q2 2026, buying an estimated $1.51K and bringing the position to 5,999 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #207.

Triangle Securities Wealth Management first reported a position in EPD in Q2 2013 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 359 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Triangle Securities Wealth Management held 5,999 shares of Enterprise Products Partners worth $221K as of Q2 2026.
Triangle Securities Wealth Management bought 40 Enterprise Products Partners shares in Q2 2026, an estimated $1.51K.
Enterprise Products Partners made up 0.04% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #207 holding.
Triangle Securities Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 6 quarters since.
Triangle Securities Wealth Management's Enterprise Products Partners position peaked at $399K in Q4 2025.
359 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.