WG
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Welch Group’s Enterprise Products Partners EPD Stock Holding History

Welch Group’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 		$450K Hold
12,242
– – 0.02% 203
2026
Q1 		$463K Hold
12,242
– – 0.02% 183
2025
Q4 		$392K Buy
12,242
+200
+2% +$6.32K 0.02% 207
2025
Q3 		$377K Sell
12,042
-960
-7% -$30.3K 0.01% 202
2025
Q2 		$403K Buy
13,002
+69
+0.5% +$2.15K 0.02% 180
2025
Q1 		$441K Buy
12,933
+64
+0.5% +$2.13K 0.02% 157
2024
Q4 		$402K Buy
12,869
+68
+0.5% +$2.09K 0.02% 172
2024
Q3 		$373K Sell
12,801
-130
-1% -$3.8K 0.02% 180
2024
Q2 		$375K Buy
12,931
+68
+0.5% +$1.95K 0.02% 166
2024
Q1 		$375K Buy
12,863
+2,637
+26% +$72.4K 0.02% 151
2023
Q4 		$269K Buy
10,226
+70
+0.7% +$1.86K 0.01% 188
2023
Q3 		$278K Buy
10,156
+67
+0.7% +$1.79K 0.02% 162
2023
Q2 		$266K Buy
10,089
+68
+0.7% +$1.78K 0.02% 170
2023
Q1 		$260K Sell
10,021
-29,936
-75% -$769K 0.02% 170
2022
Q4 		$964K Buy
39,957
+3,500
+10% +$86.2K 0.06% 83
2022
Q3 		$867K Hold
36,457
– – 0.06% 78
2022
Q2 		$888K Hold
36,457
– – 0.05% 81
2022
Q1 		$941K Sell
36,457
-3,000
-8% -$72.8K 0.05% 85
2021
Q4 		$866K Hold
39,457
– – 0.05% 94
2021
Q3 		$854K Hold
39,457
– – 0.06% 87
2021
Q2 		$952K Hold
39,457
– – 0.06% 82
2021
Q1 		$869K Hold
39,457
– – 0.06% 81
2020
Q4 		$773K Sell
39,457
-2,486
-6% -$46.3K 0.06% 82
2020
Q3 		$662K Sell
41,943
-1,300
-3% -$22.8K 0.06% 80
2020
Q2 		$786K Hold
43,243
– – 0.07% 70
2020
Q1 		$618K Hold
43,243
– – 0.07% 69
2019
Q4 		$1.22M Sell
43,243
-116
-0.3% -$3.14K 0.12% 49
2019
Q3 		$1.24M Hold
43,359
– – 0.13% 50
2019
Q2 		$1.25M Hold
43,359
– – 0.13% 49
2019
Q1 		$1.26M Hold
43,359
– – 0.14% 47
2018
Q4 		$1.07M Hold
43,359
– – 0.13% 50
2018
Q3 		$1.25K Hold
43,359
– – 0.13% 51
2018
Q2 		$1.2M Buy
43,359
+201
+0.5% +$5.5K 0.15% 48
2018
Q1 		$1.06M Hold
43,158
– – 0.13% 49
2017
Q4 		$1.14M Buy
+43,158
New +$1.09M 0.18% 48

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Welch Group's EPD Position: Q2 2026 in Review

Welch Group held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 12,242 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #203.

Welch Group first reported a position in EPD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.26M in Q1 2019. 687 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Welch Group held 12,242 shares of Enterprise Products Partners worth $450K as of Q2 2026.
  • Welch Group left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Welch Group's portfolio in Q2 2026, its #203 holding.
  • Welch Group first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 35 quarters since.
  • Welch Group's Enterprise Products Partners position peaked at $1.26M in Q1 2019.
  • 687 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.