Cape Investment Advisory, Inc.

Position in EPD — Enterprise Products Partners L.P.

CIK 1944437 MCDONOUGH, GA

Position in EPD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$19,372

+$2,477 QoQ

Shares Held

527

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#614

of 640 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $771,164 across 14 Oil & Gas Midstream names. EPD ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	9,620	$521,499
2	PAGP	Plains Gp Holdings LP	3,375	$81,911
3	WMB	Williams Companies, Inc.	917	$68,169
4	ET	Energy Transfer LP	1,945	$37,188
5	EPD	Enterprise Products Partners L.P. This page	527	$19,372
6	OKE	Oneok Inc /New/	179	$15,562
7	MPLX	Mplx LP	200	$11,266
8	AM	Antero Midstream Corp	192	$4,367

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,372	527	0.0%	Shares	Sole	2026-07-23
2025-12-31	$16,895	527	+132.2%	Shares	Sole	2026-02-17
2025-09-30	$7,098	227	-56.9%	Shares	Sole	2025-12-29
2025-06-30	$16,342	527	0.0%	Shares	Sole	2025-08-19
2025-03-31	$17,991	527	0.0%	Shares	Sole	2025-05-16
2024-12-31	$16,526	527	-43.6%	Shares	Sole	2025-02-05
2024-09-30	$27,188	934	0.0%	Shares	Sole	2024-11-14
2024-06-30	$27,067	934	+3.7%	Shares	Sole	2024-08-15
2024-03-31	$26,291	901	-48.7%	Shares	Sole	2024-06-21
2023-12-31	$46,244	1,755	-11.4%	Shares	Sole	2024-02-12
2023-09-30	$54,219	1,981	+7.0%	Shares	Sole	2023-11-07
2023-06-30	$48,773	1,851	+7.2%	Shares	Sole	2023-10-12
2023-03-31	$44,729	1,727	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.