Position in EPD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$947,893
-$62,851 QoQ
Shares Held
25,786
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#657
of 1,589 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Spire Wealth Management holds $8,975,404 across 23 Oil & Gas Midstream names. EPD ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLNG |
Flex LNG Ltd.
|
59,108 | $1,658,570 | |
| 2 | ET |
Energy Transfer LP
|
83,583 | $1,598,106 | |
| 3 | OKE |
Oneok Inc /New/
|
15,207 | $1,322,096 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
25,786 | $947,893 | |
| 5 | PAA |
Plains All American Pipeline LP
|
32,696 | $727,812 | |
| 6 | TRGP |
Targa Resources Corp.
|
1,933 | $518,314 | |
| 7 | MPLX |
Mplx LP
|
7,988 | $449,964 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
12,493 | $399,401 |
All Filings in EPD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,893 | 25,786 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,010,744 | 26,711 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $822,435 | 25,653 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $849,730 | 27,174 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $807,934 | 26,054 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,887,054 | 55,274 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $902,415 | 28,776 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $851,001 | 29,234 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $920,259 | 31,755 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,333,000 | 45,682 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,205,617 | 45,754 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,276,126 | 46,625 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,094,052 | 41,520 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,138,330 | 43,951 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $714,603 | 29,627 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $744,147 | 31,293 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,174,828 | 48,208 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,541,786 | 59,736 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,839,208 | 129,290 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,258,798 | 58,170 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,392,735 | 57,718 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,501,427 | 113,598 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||