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Allen Mooney & Barnes Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9M Sell
458,936
-44,858
-9% -$1.69M 2.57% 10
2026
Q1 		$19.1M Sell
503,794
-12,692
-2% -$449K 2.74% 6
2025
Q4 		$16.6M Buy
516,486
+21,460
+4% +$679K 2.49% 12
2025
Q3 		$15.5M Buy
495,026
+153,396
+45% +$4.84M 2.41% 15
2025
Q2 		$10.6M Sell
341,630
-3,619
-1% -$113K 1.74% 27
2025
Q1 		$11.8M Buy
345,249
+5,624
+2% +$187K 1.92% 24
2024
Q4 		$10.7M Sell
339,625
-3,031
-0.9% -$93.1K 1.8% 22
2024
Q3 		$9.97M Sell
342,656
-7,717
-2% -$225K 1.7% 25
2024
Q2 		$10.2M Sell
350,373
-4,543
-1% -$130K 1.82% 22
2024
Q1 		$10.4M Buy
354,916
+676
+0.2% +$18.6K 1.99% 20
2023
Q4 		$9.33M Buy
354,240
+6,091
+2% +$162K 1.78% 24
2023
Q3 		$9.53M Buy
348,149
+21,942
+7% +$587K 2.03% 20
2023
Q2 		$8.6M Buy
326,207
+563
+0.2% +$14.7K 1.9% 21
2023
Q1 		$8.43M Sell
325,644
-2,016
-0.6% -$51.8K 2.02% 21
2022
Q4 		$7.9M Buy
327,660
+14,098
+4% +$347K 1.9% 23
2022
Q3 		$7.46M Buy
313,562
+9,599
+3% +$248K 1.99% 21
2022
Q2 		$7.41M Buy
303,963
+12,776
+4% +$336K 1.9% 20
2022
Q1 		$7.52M Buy
+291,187
New +$7.07M 1.67% 24

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's EPD Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 8.9% in Q2 2026, selling an estimated $1.69M and leaving 458,936 shares worth $16.9M. The position accounts for 2.57% of the portfolio, ranked #10.

Allen Mooney & Barnes Investment Advisors first reported a position in EPD in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.1M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 458,936 shares of Enterprise Products Partners worth $16.9M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 44,858 Enterprise Products Partners shares in Q2 2026, an estimated $1.69M.
  • Enterprise Products Partners made up 2.57% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Enterprise Products Partners position peaked at $19.1M in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.