Plan Group Financial, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1940033
OKLAHOMA CITY, OK
Position in EPD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,494,036
-$327,468 QoQ
Shares Held
40,643
-15.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#509
of 1,587 holders
Holding Since
Jun 2022
13 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, 2026Plan Group Financial, LLC holds $4,692,755 across 7 Oil & Gas Midstream names. EPD ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
40,643 | $1,494,036 | |
| 2 | OKE |
Oneok Inc /New/
|
11,134 | $967,989 | |
| 3 | WES |
Western Midstream Partners, LP
|
20,350 | $890,516 | |
| 4 | ET |
Energy Transfer LP
|
32,012 | $612,069 | |
| 5 | ENB |
Enbridge Inc
|
5,283 | $286,391 | |
| 6 | PAA |
Plains All American Pipeline LP
|
10,000 | $222,600 | |
| 7 | WMB |
Williams Companies, Inc.
|
2,948 | $219,154 |
All Filings in EPD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,494,036 | 40,643 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,821,504 | 48,137 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,094,816 | 34,149 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,426,037 | 45,604 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,390,457 | 44,839 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,740,252 | 50,974 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,144,295 | 36,489 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $922,146 | 31,678 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $818,974 | 28,260 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $473,562 | 16,229 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $289,323 | 10,980 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $270,415 | 9,880 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $200,662 | 8,234 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||