Wealth Enhancement Advisory Services
EPD icon

Wealth Enhancement Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Wealth Enhancement Advisory Services’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 		$29.4M Sell
788,859
-49,647
-6% -$1.87M 0.05% 327
2026
Q1 		$31.5M Sell
838,506
-356,450
-30% -$12.6M 0.06% 277
2025
Q4 		$37.9M Buy
1,194,956
+21,729
+2% +$687K 0.05% 315
2025
Q3 		$37.2M Buy
1,173,227
+9,330
+0.8% +$294K 0.06% 296
2025
Q2 		$36.7M Buy
1,163,897
+47,829
+4% +$1.49M 0.06% 281
2025
Q1 		$38.1M Buy
1,116,068
+47,784
+4% +$1.59M 0.07% 256
2024
Q4 		$33.5M Buy
1,068,284
+106,895
+11% +$3.28M 0.06% 274
2024
Q3 		$28M Buy
961,389
+14,760
+2% +$431K 0.06% 292
2024
Q2 		$27.4M Buy
946,629
+36,431
+4% +$1.04M 0.07% 277
2024
Q1 		$26.6M Buy
910,198
+28,767
+3% +$790K 0.07% 265
2023
Q4 		$23.2M Buy
881,431
+98,058
+13% +$2.61M 0.07% 275
2023
Q3 		$21.4M Buy
+783,373
New +$21M 0.07% 266
2023
Q2 		– Sell
-40,854
Closed -$1.06M – 533
2023
Q1 		$1.06M Buy
+40,854
New +$1.05M 0.01% 299

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
TC
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
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Enterprise Products Partners (EPD) stake by 5.9% in Q2 2026, selling an estimated $1.87M and leaving 788,859 shares worth $29.4M. The position accounts for 0.05% of the portfolio, ranked #327.

Wealth Enhancement Advisory Services first reported a position in EPD in Q1 2023 and has held it in 13 quarters since. The position peaked at $38.1M in Q1 2025. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 788,859 shares of Enterprise Products Partners worth $29.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 49,647 Enterprise Products Partners shares in Q2 2026, an estimated $1.87M.
  • Enterprise Products Partners made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #327 holding.
  • Wealth Enhancement Advisory Services first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Enterprise Products Partners position peaked at $38.1M in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.