Summit Financial Wealth Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1632283
Lafayette, LA
Position in EPD
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$552,653
+$112,630 QoQ
Shares Held
14,605
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Summit Financial Wealth Advisors, LLC holds $5,690,947 across 9 Oil & Gas Midstream names. EPD ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
26,512 | $2,396,419 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
3,122 | $885,898 | |
| 3 | EPD |
Enterprise Products Partners L.P.
This page
|
14,605 | $552,653 | |
| 4 | ET |
Energy Transfer LP
|
28,233 | $544,896 | |
| 5 | ENB |
Enbridge Inc
|
6,309 | $341,569 | |
| 6 | GEL |
Genesis Energy LP
|
16,613 | $296,209 | |
| 7 | WMB |
Williams Companies, Inc.
|
3,164 | $230,275 | |
| 8 | VG |
Venture Global, Inc.
|
14,493 | $228,409 |
All Filings in EPD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $552,653 | 14,605 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $440,023 | 13,725 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $325,239 | 10,401 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $322,535 | 10,401 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $278,275 | 8,151 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $255,615 | 8,151 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,275 | 8,151 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||