Waverly Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1568787
BIRMINGHAM, AL
Position in EPD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,769,356
+$2,374,402 QoQ
Shares Held
522,446
-3.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.6398747430356438.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36012525696437.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $169,650,869 across 18 Oil & Gas Midstream names. EPD ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,725,843 | $33,308,769 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
72,796 | $20,656,592 | |
| 3 | EPD |
Enterprise Products Partners L.P.
This page
|
522,446 | $19,769,356 | |
| 4 | PAA |
Plains All American Pipeline LP
|
622,795 | $13,907,012 | |
| 5 | MPLX |
Mplx LP
|
240,925 | $13,749,589 | |
| 6 | ENB |
Enbridge Inc
|
248,191 | $13,437,060 | |
| 7 | WES |
Western Midstream Partners, LP
|
253,319 | $10,429,143 | |
| 8 | AM |
Antero Midstream Corp
|
457,330 | $10,427,124 |
All Filings in EPD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,769,356 | 522,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,394,954 | 542,575 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,073,920 | 546,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,675,658 | 537,751 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,928,450 | 525,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,989,329 | 95,323 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,115,031 | 107,009 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,099,671 | 106,959 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,164,308 | 108,441 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,961,889 | 74,455 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,912,615 | 69,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $596,643 | 22,643 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $597,124 | 23,055 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $562,044 | 23,302 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||