Position in EPD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,276,298
+$561,057 QoQ
Shares Held
113,010
-2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6.771967082559066.ToString("F0")%
Shared 0.ToString("F0")%
None 93.22803291744094.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Allworth Financial LP holds $49,282,264 across 43 Oil & Gas Midstream names. EPD ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
130,922 | $11,834,039 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
334,526 | $11,216,656 | |
| 3 | WMB |
Williams Companies, Inc.
|
89,548 | $6,517,303 | |
| 4 | ENB |
Enbridge Inc
|
82,378 | $4,459,944 | |
| 5 | EPD |
Enterprise Products Partners L.P.
This page
|
113,010 | $4,276,298 | |
| 6 | ET |
Energy Transfer LP
|
146,731 | $2,831,908 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
9,315 | $2,643,224 | |
| 8 | MPLX |
Mplx LP
|
28,549 | $1,629,291 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,276,298 | 113,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,715,241 | 115,884 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,178,032 | 101,632 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,265,694 | 105,311 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,463,206 | 42,859 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,422,677 | 45,366 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $755,870 | 25,966 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $481,444 | 16,613 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $466,267 | 15,979 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $314,777 | 11,946 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $333,831 | 12,197 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $318,703 | 12,095 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $299,973 | 11,582 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $254,080 | 10,534 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $341,409 | 14,357 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,226 | 11,704 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $217,939 | 8,444 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $125,040 | 5,694 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $232,456 | 10,742 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $246,536 | 10,217 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $185,210 | 8,411 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $169,140 | 8,634 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $133,172 | 8,434 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $153,245 | 8,434 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $29,057 | 2,032 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||