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
Q3 		$30M Buy
817,468
+28,609
+4% +$1.09M 0.04% 364
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

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Enterprise Products Partners (EPD) stake by 3.6% in Q3 2026, buying an estimated $1.09M and bringing the position to 817,468 shares worth $30M. The position accounts for 0.04% of the portfolio, ranked #364.

Wealth Enhancement Advisory Services first reported a position in EPD in Q1 2023 and has held it in 14 quarters since. The position peaked at $38.1M in Q1 2025. 885 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 817,468 shares of Enterprise Products Partners worth $30M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 28,609 Enterprise Products Partners shares in Q3 2026, an estimated $1.09M.
  • Enterprise Products Partners made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #364 holding.
  • Wealth Enhancement Advisory Services first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Enterprise Products Partners position peaked at $38.1M in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.