Annex Advisory Services, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1542287 BROOKFIELD, WI

Position in EPD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$360,652

-$8,363 QoQ

Shares Held

9,811

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,055

of 1,589 holders

Holding Since

Sep 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $10,754,857 across 5 Oil & Gas Midstream names. EPD ranks #2 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	129,078	$9,595,658
2	EPD	Enterprise Products Partners L.P. This page	9,811	$360,652
3	MPLX	Mplx LP	4,986	$280,861
4	ET	Energy Transfer LP	14,490	$277,048
5	KMI	Kinder Morgan, Inc.	7,527	$240,638

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,652	9,811	+0.6%	Shares	Sole	2026-07-10
2026-03-31	$369,015	9,752	-33.9%	Shares	Sole	2026-04-16
2025-12-31	$472,917	14,751	+20.5%	Shares	Sole	2026-01-26
2020-09-30	$193,269	12,240	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.