Sovereign Financial Group, Inc.
Position in EPD — Enterprise Products Partners L.P.
CIK 1846175
STAMFORD, CT
Position in EPD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$990,682
+$369,160 QoQ
Shares Held
26,950
+64.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#636
of 1,589 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $2,684,283 across 6 Oil & Gas Midstream names. EPD ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
26,950 | $990,682 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
2,584 | $617,601 | |
| 3 | ET |
Energy Transfer LP
|
16,130 | $308,405 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,029 | $299,515 | |
| 5 | OKE |
Oneok Inc /New/
|
2,783 | $241,954 | |
| 6 | DTM |
DT Midstream, Inc.
|
1,541 | $226,126 |
All Filings in EPD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,682 | 26,950 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $621,522 | 16,425 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $524,726 | 16,367 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $486,780 | 15,567 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $464,126 | 14,967 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $510,973 | 14,967 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $453,685 | 14,467 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $310,516 | 10,667 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $309,129 | 10,667 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $320,571 | 10,986 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $251,484 | 9,544 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $241,704 | 8,831 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||