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Wedmont Private Capital’s Enterprise Products Partners EPD Stock Holding History

Wedmont Private Capital’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 		$957K Sell
26,029
-1,742
-6% -$66.5K 0.02% 406
2026
Q2 		$1.04M Buy
27,771
+4,432
+19% +$167K 0.03% 340
2026
Q1 		$888K Buy
23,339
+56
+0.2% +$1.98K 0.03% 350
2025
Q4 		$738K Buy
23,283
+79
+0.3% +$2.5K 0.03% 366
2025
Q3 		$736K Buy
23,204
+78
+0.3% +$2.46K 0.03% 340
2025
Q2 		$738K Buy
23,126
+75
+0.3% +$2.34K 0.03% 336
2025
Q1 		$683K Buy
23,051
+70
+0.3% +$2.33K 0.04% 307
2024
Q4 		$739K Sell
22,981
-3,926
-15% -$121K 0.04% 284
2024
Q3 		$795K Sell
26,907
-4,470
-14% -$131K 0.05% 252
2024
Q2 		$922K Buy
31,377
+669
+2% +$19.2K 0.06% 211
2024
Q1 		$899K Sell
30,708
-14
-0% -$384 0.07% 198
2023
Q4 		$823K Buy
30,722
+2,022
+7% +$53.9K 0.07% 198
2023
Q3 		$777K Buy
28,700
+12,625
+79% +$338K 0.08% 167
2023
Q2 		$427K Buy
16,075
+17
+0.1% +$444 0.05% 286
2023
Q1 		$426K Buy
16,058
+17
+0.1% +$437 0.06% 250
2022
Q4 		$401K Buy
16,041
+1,017
+7% +$25K 0.06% 259
2022
Q3 		$357K Buy
15,024
+1,815
+14% +$46.8K 0.07% 218
2022
Q2 		$322K Sell
13,209
-3,245
-20% -$85.4K 0.07% 219
2022
Q1 		$428K Buy
16,454
+176
+1% +$4.27K 0.1% 163
2021
Q4 		$388K Buy
+16,278
New +$365K 0.12% 138

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's EPD Position: Q3 2026 in Review

Wedmont Private Capital reduced its Enterprise Products Partners (EPD) stake by 6.3% in Q3 2026, selling an estimated $66.5K and leaving 26,029 shares worth $957K. The position accounts for 0.02% of the portfolio, ranked #406.

Wedmont Private Capital first reported a position in EPD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q2 2026. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Wedmont Private Capital held 26,029 shares of Enterprise Products Partners worth $957K as of Q3 2026.
  • Wedmont Private Capital sold 1,742 Enterprise Products Partners shares in Q3 2026, an estimated $66.5K.
  • Enterprise Products Partners made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #406 holding.
  • Wedmont Private Capital first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Enterprise Products Partners position peaked at $1.04M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.