Position in EPD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,498,766
+$110,665 QoQ
Shares Held
39,608
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026NewEdge Wealth, LLC holds $29,531,416 across 16 Oil & Gas Midstream names. EPD ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
114,289 | $8,317,953 | |
| 2 | TRGP |
Targa Resources Corp.
|
17,061 | $4,277,704 | |
| 3 | ET |
Energy Transfer LP
|
172,289 | $3,325,177 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
61,159 | $2,050,661 | |
| 5 | INSW |
International Seaways, Inc.
|
24,942 | $1,817,772 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
6,197 | $1,758,460 | |
| 7 | ENB |
Enbridge Inc
|
29,525 | $1,598,483 | |
| 8 | EPD |
Enterprise Products Partners L.P.
This page
|
39,608 | $1,498,766 |
All Filings in EPD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,498,766 | 39,608 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,388,101 | 43,297 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,238,542 | 39,608 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,234,446 | 39,808 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,229,722 | 36,020 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $494,108 | 15,756 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $365,505 | 12,556 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $446,465 | 15,406 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $391,916 | 13,431 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $362,892 | 13,772 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $305,339 | 11,156 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $293,960 | 11,156 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $229,370 | 8,856 | Shares | Sole | 2023-05-08 | |
| 2022-06-30 | $331,432 | 13,600 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $330,368 | 12,800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $342,576 | 15,600 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||