Discipline Wealth Solutions 13F: New $275K Stake in EPD
Discipline Wealth Solutions picked up 7,728 shares of the energy midstream operator, valued at $275,176.
Reviewed by automated data checks against the source filing. How we make and check alerts
Discipline Wealth Solutions opened a new position of 7,728 shares in Enterprise Products Partners L.P. ($EPD), according to a 13F filing with the SEC dated October 14, 2026. It reported 7,728 shares worth $275,176 at the end of the quarter.
Since the filing, $EPD is up 2.9% to date (from the $35.79 close on Oct 14, 2026).
Find the original: Discipline Wealth Solutions 13F filings on SEC EDGAR
Key Points
- Discipline Wealth Solutions opened a new position in Enterprise Products Partners L.P. with 7,728 shares valued at $275,176, according to a recent Form 13F filing.
- Enterprise Products Partners trades recently around $36.48, reflecting a 12.78 P/E ratio and a 6.3% dividend yield.
- Major institutions like Alps Advisors, Blackstone, and Tortoise Capital adjusted their holdings during the period.
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Discipline Wealth Solutions added a fresh stake in Enterprise Products Partners L.P. (NYSE:EPD), buying 7,728 shares worth about $275,176. The fund disclosed the investment in an SEC filing on October 14, 2026.
Discipline Wealth Solutions vs. the S&P 500
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Inside Discipline Wealth Solutions's Enterprise Products Partners Trade
Discipline Wealth Solutions initiated the new position during the quarter, bringing its holding to 7,728 shares. Because 13F filings look backward at holdings from the end of the reporting period, this paperwork might not show the fund's exact current balance today.
Other Institutional Activity in Enterprise Products Partners
Other large investors have also been active with the energy midstream company. Alps Advisors Inc. grew its holdings by 134,912 shares, ending with 43,655,056 shares worth about $1,607,379,148 after a 0.3% increase. Invesco Ltd. trimmed its stake by 29,311 shares, leaving it with 26,616,875 shares valued at about $980,033,329 following a 0.1% decrease. Blackstone Inc grew its holdings by 2,656,921 shares, ending with 23,760,341 shares worth about $874,855,748 after a 12.6% increase. Morgan Stanley grew its holdings by 828,963 shares, ending with 22,249,198 shares worth about $819,215,463 after a 3.9% increase. Tortoise Capital Advisors, LLC grew its holdings by 3,774,907 shares, ending with 18,636,746 shares worth about $686,204,982 after a 25.4% increase.
Enterprise Products Partners L.P. Stock Up 2.6%
Shares recently traded around $36.48. The stock sits below its 50-day moving average of $37.85 and below its 200-day moving average of $37.02. Over the past year, the shares have traded between a low of $30.01 and a high of $40.17.
Recent Earnings
The company posted $58,470,998,016 in trailing-twelve-month revenue alongside earnings of $2.88 per share. It generated a net profit margin of 10.8% and a return on equity of 20.9%. Revenue grew 60.8% compared to the same period a year earlier. The company's next earnings report is scheduled for October 29, 2026.
Dividend
Enterprise Products Partners pays an annual dividend of $2.24 per share, resulting in a dividend yield of 6.3%. The payout ratio sits at 76.0%.
Insider Buying and Selling at Enterprise Products Partners L.P.
Company insiders have been active in the market over the prior year. Director John R Rutherford bought 15,000 shares on July 29, 2025, at $31.35 per share for a total of $470,220. Director William C. Montgomery III bought 16,000 shares on July 30, 2025, at $31.55 per share for a total of $504,864. Director John R Rutherford bought 15,000 shares on December 29, 2025, at $32.09 per share for a total of $481,334. Chief Executive Officer A. James Teague bought 2,665 shares on March 20, 2026, at $37.55 per share for a total of $100,069.
Analysts Set New Price Targets
Wall Street firms have updated their views on the stock. On July 21, 2026, Morgan Stanley maintained its Underweight rating with a $40.00 price target, down from $43.00. On August 3, 2026, TD Cowen maintained its Hold rating with a $38.00 target, down from $39.00. On August 18, 2026, Morgan Stanley maintained its Underweight rating, raising its target to $41.00 from $40.00. On September 22, 2026, RBC Capital reiterated its Outperform rating with a $42.00 target. On October 8, 2026, JP Morgan maintained its Neutral rating with a $42.00 target, down from $43.00. Across the analyst community, the stock holds a consensus buy rating with a mean price target of $41.29 based on 21 opinions.
About Enterprise Products Partners
Headquartered in Houston, Texas, Enterprise Products Partners operates as an energy midstream company. It transports and processes natural gas, natural gas liquids, crude oil, petrochemicals, and refined products through extensive pipeline networks. The business connects producers to end markets, supporting the flow of essential commodities across the energy sector.
Bottom Line
Investors will watch the upcoming earnings release on October 29, 2026, for fresh updates on cash flows and pipeline volumes. Institutional holdings will continue to shift as funds adjust their portfolios ahead of the year-end. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Source: Discipline Wealth Solutions's 13F filing on $EPD (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Discipline Wealth Solutions 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
