Morningstar Investment Management LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1673385
CHICAGO, IL
Position in EPD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$506,221
-$14,873 QoQ
Shares Held
13,771
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#906
of 1,589 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Morningstar Investment Management LLC holds $7,825,278 across 4 Oil & Gas Midstream names. EPD ranks #4 (6.5% of the industry book) .
All Filings in EPD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,221 | 13,771 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $521,094 | 13,771 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,568,246 | 48,916 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,126,593 | 99,987 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,398,333 | 45,093 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,502,433 | 44,008 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,774,952 | 88,487 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,897,130 | 133,876 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,123,097 | 211,287 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,207,519 | 212,732 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,605,488 | 212,732 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,853,539 | 213,867 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $5,625,250 | 213,482 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $6,197,455 | 239,284 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $8,738,676 | 362,300 | Shares | Sole | 2024-04-05 | |
| 2022-09-30 | $8,517,924 | 358,197 | Shares | Sole | 2024-04-05 | |
| 2022-06-30 | $8,729,260 | 358,197 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,531,167 | 485,516 | Shares | Sole | 2024-04-05 | |
| 2021-12-31 | $13,958,983 | 635,655 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $13,595,481 | 628,257 | Shares | Sole | 2024-04-04 | |
| 2021-06-30 | $16,274,213 | 674,439 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||