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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
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 $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital's EPD Position: Q2 2026 in Review

Wedmont Private Capital increased its Enterprise Products Partners (EPD) stake by 19% in Q2 2026, buying an estimated $167K and bringing the position to 27,771 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #340.

Wedmont Private Capital first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Wedmont Private Capital held 27,771 shares of Enterprise Products Partners worth $1.04M as of Q2 2026.
  • Wedmont Private Capital bought 4,432 Enterprise Products Partners shares in Q2 2026, an estimated $167K.
  • Enterprise Products Partners made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #340 holding.
  • Wedmont Private Capital first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.