Arete Wealth Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1600151
CHICAGO, IL
Position in EPD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$736,633
-$11,993 QoQ
Shares Held
20,039
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#763
of 1,584 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Arete Wealth Advisors, LLC holds $8,854,072 across 7 Oil & Gas Midstream names. EPD ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
82,955 | $2,652,071 | |
| 2 | OKE |
Oneok Inc /New/
|
17,056 | $1,482,848 | |
| 3 | ET |
Energy Transfer LP
|
70,409 | $1,346,220 | |
| 4 | WMB |
Williams Companies, Inc.
|
17,092 | $1,270,619 | |
| 5 | EPD |
Enterprise Products Partners L.P.
This page
|
20,039 | $736,633 | |
| 6 | MPLX |
Mplx LP
|
12,439 | $700,688 | |
| 7 | LPG |
Dorian Lpg Ltd.
|
19,120 | $664,993 |
All Filings in EPD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,633 | 20,039 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $748,626 | 19,784 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $650,305 | 20,284 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $661,204 | 21,145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $645,876 | 20,828 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $502,540 | 14,720 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $837,468 | 26,705 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $662,077 | 22,744 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $935,068 | 32,266 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $897,926 | 30,772 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $579,041 | 21,975 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $627,128 | 22,913 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $719,275 | 27,297 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $689,380 | 26,617 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $630,858 | 26,155 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $460,966 | 17,860 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $348,087 | 15,851 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $240,745 | 11,125 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $224,384 | 9,299 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $255,299 | 11,594 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $225,931 | 11,533 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $406,639 | 25,753 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $472,420 | 26,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $248,362 | 17,368 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||