GRIMES & Co WEALTH MANAGEMENT, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1321993 WESTBOROUGH, MA

Position in EPD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$569,669

+$6,345 QoQ

Shares Held

15,497

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#848

of 1,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $2,370,499 across 6 Oil & Gas Midstream names. EPD ranks #1 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P. This page	15,497	$569,669
2	LNG	Cheniere Energy, Inc.	2,240	$535,382
3	KMI	Kinder Morgan, Inc.	13,808	$441,441
4	OKE	Oneok Inc /New/	3,514	$305,506
5	ENB	Enbridge Inc	5,060	$274,301
6	ET	Energy Transfer LP	12,772	$244,200

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,669	15,497	+4.1%	Shares	Sole	2026-07-17
2026-03-31	$563,324	14,887	-6.3%	Shares	Sole	2026-04-21
2025-12-31	$509,561	15,894	+7.7%	Shares	Sole	2026-02-03
2025-09-30	$461,451	14,757	+6.1%	Shares	Sole	2025-10-27
2025-06-30	$431,318	13,909	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$481,817	14,113	+4.4%	Shares	Sole	2025-04-17
2024-12-31	$423,987	13,520	+3.2%	Shares	Sole	2025-01-21
2024-09-30	$381,341	13,100	+17.2%	Shares	Sole	2024-10-22
2024-06-30	$323,938	11,178	+6.0%	Shares	Sole	2024-07-22
2024-03-31	$307,644	10,543	+2.8%	Shares	Sole	2024-04-17
2023-12-31	$270,298	10,258	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.