Position in EPD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,625,234
-$3,785,927 QoQ
Shares Held
887,520
-7.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#88
of 1,590 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Derivatives in EPD
reported options exposure · as of Jun 30, 2026CallValue
$10,700
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. EPD ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
This page
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in EPD
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,700 | 50,000 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $32,625,234 | 887,520 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $36,411,161 | 962,240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,776,142 | 866,380 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,704,608 | 917,960 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $26,363,522 | 850,162 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,757,424 | 813,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,359,977 | 776,785 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,691,390 | 779,505 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $23,860,594 | 823,347 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $21,141,493 | 724,520 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,248,376 | 692,538 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,628,760 | 680,627 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $18,439,202 | 699,780 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $19,568,304 | 755,533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,264,725 | 757,244 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,368,820 | 688,344 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $2,378 | 100 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $17,485,816 | 717,514 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,709,789 | 686,160 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,134,678 | 689,193 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,253,522 | 751,087 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,822,803 | 738,616 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $23,000 | 10,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $25,505,677 | 1,158,296 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $23,265,750 | 1,187,634 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $19,590 | 1,000 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $17,279,044 | 1,094,303 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $3,000 | 1,000 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $18,170 | 1,000 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $19,653,144 | 1,081,626 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $14,300 | 1,000 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $21,467,231 | 1,501,205 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||