Modera Wealth Management, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1542143 WESTWOOD, NJ

Position in EPD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$856,875

-$7,579 QoQ

Shares Held

23,310

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#696

of 1,589 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,857,930 across 5 Oil & Gas Midstream names. EPD ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	52,896	$1,691,085
2	EPD	Enterprise Products Partners L.P. This page	23,310	$856,875
3	ENB	Enbridge Inc	13,388	$725,763
4	ET	Energy Transfer LP	19,120	$365,574
5	WMB	Williams Companies, Inc.	2,941	$218,633

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$856,875	23,310	+2.0%	Shares	Sole	2026-08-03
2026-03-31	$864,454	22,845	+31.1%	Shares	Sole	2026-05-06
2025-12-31	$558,709	17,427	0.0%	Shares	Sole	2026-01-21
2025-09-30	$544,942	17,427	-10.3%	Shares	Sole	2025-10-31
2025-06-30	$602,276	19,422	+10.0%	Shares	Sole	2025-08-06
2025-03-31	$602,741	17,655	-6.5%	Shares	Sole	2025-05-08
2024-12-31	$591,888	18,874	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$538,767	18,508	+4.5%	Shares	Sole	2024-10-24
2024-06-30	$513,177	17,708	-2.0%	Shares	Sole	2024-07-29
2024-03-31	$527,136	18,065	+38.1%	Shares	Sole	2024-05-14
2023-12-31	$344,737	13,083	-10.1%	Shares	Sole	2024-02-14
2023-09-30	$398,479	14,559	-16.3%	Shares	Sole	2023-11-30
2023-06-30	$458,226	17,390	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.