Clearstead Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 842775
CLEVELAND, OH
Position in EPD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,452,646
-$38,131 QoQ
Shares Held
93,924
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#330
of 1,584 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $10,908,557 across 35 Oil & Gas Midstream names. EPD ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
93,924 | $3,452,646 | |
| 2 | WMB |
Williams Companies, Inc.
|
25,766 | $1,915,444 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
59,428 | $1,899,913 | |
| 4 | ENB |
Enbridge Inc
|
22,533 | $1,221,513 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
2,972 | $710,337 | |
| 6 | OKE |
Oneok Inc /New/
|
4,921 | $427,831 | |
| 7 | TRGP |
Targa Resources Corp.
|
1,260 | $337,856 | |
| 8 | MPLX |
Mplx LP
|
4,038 | $227,460 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,452,646 | 93,924 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,490,777 | 92,251 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,988,793 | 93,225 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,887,315 | 92,335 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,244,255 | 72,372 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,041,708 | 59,804 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,786,579 | 56,970 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,485,541 | 51,032 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,447,348 | 49,943 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $582,666 | 19,968 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $483,917 | 18,365 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $491,647 | 17,963 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $420,546 | 15,960 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $377,829 | 14,588 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $418,409 | 17,347 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $412,511 | 17,347 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $636,763 | 26,129 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $439,363 | 17,023 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $390,997 | 17,805 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $385,300 | 17,805 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $429,634 | 17,805 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $399,288 | 18,133 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $335,635 | 17,133 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $293,741 | 18,603 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $261,375 | 14,385 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $52,366 | 3,662 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||