Sound View Wealth Advisors Group, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1784777
SAVANNAH, GA
Position in EPD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,888,126
-$261,131 QoQ
Shares Held
241,788
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#194
of 1,589 holders
Holding Since
Jun 2022
17 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, 2026Sound View Wealth Advisors Group, LLC holds $18,136,576 across 8 Oil & Gas Midstream names. EPD ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
241,788 | $8,888,126 | |
| 2 | WMB |
Williams Companies, Inc.
|
48,194 | $3,582,741 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
109,245 | $3,492,562 | |
| 4 | ET |
Energy Transfer LP
|
37,156 | $710,422 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,862 | $499,276 | |
| 6 | OKE |
Oneok Inc /New/
|
4,931 | $428,701 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,991 | $292,159 | |
| 8 | ENB |
Enbridge Inc
|
4,475 | $242,589 |
All Filings in EPD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,888,126 | 241,788 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,149,257 | 241,788 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,794,170 | 243,112 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,690,668 | 245,944 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,626,723 | 245,944 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,461,394 | 247,844 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,907,800 | 252,162 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,285,126 | 250,262 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,200,428 | 248,462 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,250,121 | 248,462 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,528,528 | 247,762 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,852,407 | 250,362 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,554,878 | 248,762 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,520,299 | 251,749 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,976,019 | 247,762 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $5,964,119 | 250,804 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,112,093 | 250,804 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||