Summit Financial, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1765536 PARSIPPANY, NJ

Position in EPD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,606,790

+$696,000 QoQ

Shares Held

148,171

-3.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Summit Financial, LLC holds $58,879,376 across 18 Oil & Gas Midstream names. EPD ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	710,703	$13,716,567
2	WMB	Williams Companies, Inc.	84,797	$6,171,525
3	EPD	Enterprise Products Partners L.P. This page	148,171	$5,606,790
4	FRO	Frontline plc	145,000	$5,054,700
5	LNG	Cheniere Energy, Inc.	14,899	$4,227,740
6	WES	Western Midstream Partners, LP	94,302	$3,882,413
7	PBA	Pembina Pipeline Corp	84,812	$3,796,185
8	GEL	Genesis Energy LP	210,497	$3,753,161

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,606,790	148,171	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$4,910,790	153,175	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$4,649,348	148,684	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$4,484,294	144,608	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$4,879,083	142,914	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$4,465,664	142,400	+350.2%	Shares	Sole	2025-02-12
2024-09-30	$920,807	31,632	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$914,550	31,558	+72.7%	Shares	Sole	2024-07-31
2024-03-31	$533,322	18,277	+34.4%	Shares	Sole	2024-04-24
2020-03-31	$194,537	13,604	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.