AM Investment Strategies’s Enterprise Products Partners EPD Stock Holding History

AM Investment Strategies’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	$4.6M	Buy	125,180 +1,598	+1%	+$60.3K	0.88%	23
2026 Q1	$4.68M	Buy	123,582 +833	+0.7%	+$29.5K	1.03%	19
2025 Q4	$3.94M	Buy	122,749 +1,837	+2%	+$58.1K	0.82%	22
2025 Q3	$3.78M	Buy	120,912 +1,822	+2%	+$57.5K	0.82%	21
2025 Q2	$3.69M	Buy	119,090 +3,486	+3%	+$109K	0.87%	21
2025 Q1	$3.95M	Buy	115,604 +2,502	+2%	+$83.3K	0.96%	19
2024 Q4	$3.55M	Buy	113,102 +1,692	+2%	+$52K	0.86%	19
2024 Q3	$3.24M	Buy	111,410 +1,915	+2%	+$55.9K	0.79%	22
2024 Q2	$3.17M	Buy	109,495 +1,869	+2%	+$53.6K	0.78%	21
2024 Q1	$3.14M	Buy	107,626 +2,539	+2%	+$69.7K	0.8%	23
2023 Q4	$2.79M	Buy	105,087 +1,543	+1%	+$41.1K	0.79%	24
2023 Q3	$2.83M	Buy	103,544 +9,161	+10%	+$245K	0.92%	23
2023 Q2	$2.49M	Buy	94,383 +1,699	+2%	+$44.4K	0.78%	24
2023 Q1	$2.4M	Buy	92,684 +2,628	+3%	+$67.5K	0.82%	24
2022 Q4	$2.17M	Buy	90,056 +1,645	+2%	+$40.5K	0.77%	25
2022 Q3	$2.1M	Buy	88,411 +1,491	+2%	+$38.5K	0.77%	23
2022 Q2	$2.12M	Buy	86,920 +400	+0.5%	+$10.5K	0.74%	27
2022 Q1	$2.23M	Buy	86,520 +1,573	+2%	+$38.2K	0.59%	27
2021 Q4	$1.86M	Buy	84,947 +1,587	+2%	+$35.6K	0.45%	38
2021 Q3	$1.8M	Buy	83,360 +1,594	+2%	+$36.2K	0.47%	33
2021 Q2	$1.97M	Buy	81,766 +1,499	+2%	+$35.5K	0.51%	30
2021 Q1	$1.77M	Buy	80,267 +2,605	+3%	+$57.3K	0.49%	29
2020 Q4	$1.52M	Buy	77,662 +26	+0%	+$484	0.47%	31
2020 Q3	$1.23M	Buy	+77,636	New	+$1.36M	0.43%	33

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

AM Investment Strategies's EPD Position: Q2 2026 in Review

AM Investment Strategies increased its Enterprise Products Partners (EPD) stake by 1.3% in Q2 2026, buying an estimated $60.3K and bringing the position to 125,180 shares worth $4.6M. The position accounts for 0.88% of the portfolio, ranked #23.

AM Investment Strategies first reported a position in EPD in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.68M in Q1 2026. 1,583 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

AM Investment Strategies held 125,180 shares of Enterprise Products Partners worth $4.6M as of Q2 2026.
AM Investment Strategies bought 1,598 Enterprise Products Partners shares in Q2 2026, an estimated $60.3K.
Enterprise Products Partners made up 0.88% of AM Investment Strategies's portfolio in Q2 2026, its #23 holding.
AM Investment Strategies first reported a position in Enterprise Products Partners in Q3 2020 and has held it in 24 quarters since.
AM Investment Strategies's Enterprise Products Partners position peaked at $4.68M in Q1 2026.
1,583 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.