Position in EPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$353,337
-$1,072 QoQ
Shares Held
9,612
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,060
of 1,589 holders
Holding Since
Mar 2025
6 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, 2026Naviter Wealth, LLC holds $1,743,537 across 6 Oil & Gas Midstream names. EPD ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
21,099 | $403,412 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
9,612 | $353,337 | |
| 3 | WES |
Western Midstream Partners, LP
|
6,400 | $280,064 | |
| 4 | MPLX |
Mplx LP
|
4,950 | $278,833 | |
| 5 | TEN |
Tsakos Energy Navigation Ltd
|
7,070 | $250,065 | |
| 6 | CMBT |
Cmb.Tech NV
|
12,711 | $177,826 |
All Filings in EPD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,337 | 9,612 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $354,409 | 9,366 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $424,442 | 13,239 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $335,808 | 10,739 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $333,016 | 10,739 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $275,612 | 8,073 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||