SIMON QUICK ADVISORS, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1692038 MORRISTOWN, NJ

Position in EPD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,264,911

-$94,074 QoQ

Shares Held

34,410

-4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#559

of 1,591 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $28,330,038 across 14 Oil & Gas Midstream names. EPD ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	95,575	$7,105,045
2	ET	Energy Transfer LP	319,416	$6,107,233
3	KMI	Kinder Morgan, Inc.	170,922	$5,464,376
4	TRGP	Targa Resources Corp.	9,050	$2,426,667
5	OKE	Oneok Inc /New/	22,834	$1,985,187
6	EPD	Enterprise Products Partners L.P. This page	34,410	$1,264,911
7	DTM	DT Midstream, Inc.	5,602	$822,037
8	LNG	Cheniere Energy, Inc.	3,313	$791,840

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,264,911	34,410	-4.2%	Shares	Sole	2026-07-28
2026-03-31	$1,358,985	35,914	+34.3%	Shares	Sole	2026-05-06
2025-12-31	$857,605	26,750	+1237.5%	Shares	Sole	2026-01-29
2022-03-31	$51,620	2,000	-9.1%	Shares	Sole	2022-05-05
2021-12-31	$48,312	2,200	+10.0%	Shares	Sole	2022-02-08
2021-09-30	$43,280	2,000	-55.8%	Shares	Sole	2021-10-27
2021-06-30	$109,308	4,530	+126.5%	Shares	Sole	2021-07-21
2021-03-31	$44,040	2,000	0.0%	Shares	Sole	2021-05-06
2020-12-31	$39,180	2,000	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.