Position in EPD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$36,411,161
+$8,635,019 QoQ
Shares Held
962,240
+11.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Derivatives in EPD
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$2,378
PutShares
100
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 Mar 31, 2026Creative Planning holds $316,603,010 across 36 Oil & Gas Midstream names. EPD ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,883 | $55,377,893 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
962,240 | $36,411,161 | |
| 3 | WMB |
Williams Companies, Inc.
|
432,230 | $31,457,699 | |
| 4 | OKE |
Oneok Inc /New/
|
347,276 | $31,390,277 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
830,164 | $27,835,398 | |
| 6 | ET |
Energy Transfer LP
|
1,174,396 | $22,665,842 | |
| 7 | ENB |
Enbridge Inc
|
392,078 | $21,227,102 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
69,722 | $19,784,314 |
All Filings in EPD
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $220,200 | 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 | $15,790 | 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. | ||||||