Position in EPD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,790,275
+$6,867,685 QoQ
Shares Held
1,025,113
+3.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 75.60649034300168.ToString("F0")%
Shared 0.ToString("F0")%
None 24.39350965699832.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Focus Partners Wealth holds $500,605,294 across 30 Oil & Gas Midstream names. EPD ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
5,171,198 | $173,390,268 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,611,047 | $117,252,000 | |
| 3 | OKE |
Oneok Inc /New/
|
662,040 | $59,841,795 | |
| 4 | DTM |
DT Midstream, Inc.
|
288,217 | $38,814,183 | |
| 5 | EPD |
Enterprise Products Partners L.P.
This page
|
1,025,113 | $38,790,275 | |
| 6 | ENB |
Enbridge Inc
|
343,605 | $18,602,774 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
57,857 | $16,417,502 | |
| 8 | PAA |
Plains All American Pipeline LP
|
654,266 | $14,609,759 |
All Filings in EPD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,790,275 | 1,025,113 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,922,590 | 995,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,294,801 | 872,875 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,673,737 | 827,918 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,572,995 | 836,936 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $26,303,952 | 838,774 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $27,267,715 | 936,713 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,147,848 | 764,246 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,761,392 | 60,363 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $724,888 | 27,510 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||