World Equity Group’s Enterprise Products Partners EPD Stock Holding History

World Equity 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 Q3	$240K	Sell	6,746 -5	-0.1%	-$191	0.1%	213
2026 Q2	$248K	Buy	6,751 +66	+1%	+$2.49K	0.06%	337
2026 Q1	$253K	Buy	+6,685	New	+$237K	0.07%	323
2025 Q2	–	Sell	-15,840	Closed	-$511K	–	330
2025 Q1	$511K	Buy	15,840 +98	+0.6%	+$3.26K	0.15%	145
2024 Q4	$494K	Buy	+15,742	New	+$484K	0.11%	193
2024 Q2	–	Sell	-13,964	Closed	-$407K	–	281
2024 Q1	$407K	Buy	13,964 +1,358	+11%	+$37.3K	0.08%	206
2023 Q4	$332K	Buy	12,606 +202	+2%	+$5.38K	0.07%	237
2023 Q3	$339K	Buy	+12,404	New	+$332K	0.07%	248

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

World Equity Group's EPD Position: Q3 2026 in Review

World Equity Group reduced its Enterprise Products Partners (EPD) stake by 0.07% in Q3 2026, selling an estimated $191 and leaving 6,746 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #213.

World Equity Group first reported a position in EPD in Q3 2023 and has held it in 8 quarters since. The position peaked at $511K in Q1 2025. 403 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

World Equity Group held 6,746 shares of Enterprise Products Partners worth $240K as of Q3 2026.
World Equity Group sold 5 Enterprise Products Partners shares in Q3 2026, an estimated $191.
Enterprise Products Partners made up 0.1% of World Equity Group's portfolio in Q3 2026, its #213 holding.
World Equity Group first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 8 quarters since.
World Equity Group's Enterprise Products Partners position peaked at $511K in Q1 2025.
403 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.