Planning Strategies Inc.’s Enterprise Products Partners EPD Stock Holding History

Planning Strategies Inc.’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	$2.51M	Buy	+68,383	New	+$2.58M	1.57%	16

Other funds holding EPD

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Planning Strategies Inc.'s EPD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 68,383 shares worth $2.51M. The stake represents 1.57% of the portfolio and ranks #16 among its holdings.

639 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Planning Strategies Inc. held 68,383 shares of Enterprise Products Partners worth $2.51M as of Q2 2026.
Enterprise Products Partners was a new Planning Strategies Inc. position in Q2 2026.
Enterprise Products Partners made up 1.57% of Planning Strategies Inc.'s portfolio in Q2 2026, its #16 holding.
639 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.