Position in EPD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$553,862
-$103,418 QoQ
Shares Held
15,067
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#865
of 1,589 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HBK Sorce Advisory LLC holds $4,125,980 across 9 Oil & Gas Midstream names. EPD ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
11,159 | $829,560 | |
| 2 | ENB |
Enbridge Inc
|
13,450 | $729,124 | |
| 3 | MPLX |
Mplx LP
|
11,720 | $660,187 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
15,067 | $553,862 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
10,997 | $351,574 | |
| 6 | OKE |
Oneok Inc /New/
|
3,926 | $341,326 | |
| 7 | ET |
Energy Transfer LP
|
16,769 | $320,623 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,166 | $278,685 |
All Filings in EPD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,862 | 15,067 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $657,280 | 17,370 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $557,459 | 17,388 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $562,046 | 17,974 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $538,116 | 17,353 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $749,987 | 21,968 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $688,195 | 21,945 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $637,916 | 21,914 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $675,987 | 23,326 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $732,972 | 25,119 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $667,998 | 25,351 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $739,126 | 27,005 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $840,986 | 31,916 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,216,652 | 46,975 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $222,289 | 9,216 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||