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Turtle Creek Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Turtle Creek Wealth Advisors’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 		$15.8M Buy
430,166
+18,385
+4% +$694K 0.83% 31
2026
Q1 		$15.6M Buy
411,781
+1,200
+0.3% +$42.5K 1.18% 22
2025
Q4 		$13.2M Buy
410,581
+26,752
+7% +$846K 1.04% 25
2025
Q3 		$12M Buy
383,829
+230,134
+150% +$7.26M 1.07% 26
2025
Q2 		$4.77M Buy
153,695
+56,112
+58% +$1.75M 0.56% 54
2025
Q1 		$3.33M Buy
97,583
+68,606
+237% +$2.28M 0.5% 62
2024
Q4 		$909K Buy
28,977
+507
+2% +$15.6K 0.21% 57
2024
Q3 		$829K Buy
28,470
+2,515
+10% +$73.5K 0.17% 79
2024
Q2 		$752K Buy
25,955
+4,375
+20% +$125K 0.17% 75
2024
Q1 		$630K Buy
21,580
+16,690
+341% +$458K 0.15% 84
2023
Q4 		$129K Buy
+4,890
New +$130K 0.04% 170

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Turtle Creek Wealth Advisors's EPD Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 4.5% in Q2 2026, buying an estimated $694K and bringing the position to 430,166 shares worth $15.8M. The position accounts for 0.83% of the portfolio, ranked #31.

Turtle Creek Wealth Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. 831 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Turtle Creek Wealth Advisors held 430,166 shares of Enterprise Products Partners worth $15.8M as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 18,385 Enterprise Products Partners shares in Q2 2026, an estimated $694K.
  • Enterprise Products Partners made up 0.83% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Turtle Creek Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
  • 831 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.