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American Institute for Advanced Investment Management’s Enterprise Products Partners EPD Stock Holding History

American Institute for Advanced Investment Management’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 		$480K Sell
13,060
-250
-2% -$9.43K 0.28% 97
2026
Q1 		$504K Sell
13,310
-725
-5% -$25.7K 0.33% 84
2025
Q4 		$451K Sell
14,035
-1,600
-10% -$50.6K 0.29% 87
2025
Q3 		$489K Buy
15,635
+825
+6% +$26K 0.32% 82
2025
Q2 		$459K Buy
14,810
+995
+7% +$31K 0.32% 84
2025
Q1 		$472K Sell
13,815
-835
-6% -$27.8K 0.36% 78
2024
Q4 		$459K Sell
14,650
-985
-6% -$30.3K 0.34% 80
2024
Q3 		$455K Buy
15,635
+1,355
+9% +$39.6K 0.33% 82
2024
Q2 		$414K Hold
14,280
– – 0.32% 83
2024
Q1 		$417K Buy
14,280
+2,450
+21% +$67.3K 0.33% 85
2023
Q4 		$312K Buy
11,830
+1,423
+14% +$37.9K 0.28% 88
2023
Q3 		$309K Sell
10,407
-448
-4% -$12K 0.29% 87
2023
Q2 		$286K Sell
10,855
-1,330
-11% -$34.8K 0.25% 96
2023
Q1 		$292K Buy
+12,185
New +$313K 0.31% 79

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

American Institute for Advanced Investment Management's EPD Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Enterprise Products Partners (EPD) stake by 1.9% in Q2 2026, selling an estimated $9.43K and leaving 13,060 shares worth $480K. The position accounts for 0.28% of the portfolio, ranked #97.

American Institute for Advanced Investment Management first reported a position in EPD in Q1 2023 and has held it in 14 quarters since. The position peaked at $504K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • American Institute for Advanced Investment Management held 13,060 shares of Enterprise Products Partners worth $480K as of Q2 2026.
  • American Institute for Advanced Investment Management sold 250 Enterprise Products Partners shares in Q2 2026, an estimated $9.43K.
  • Enterprise Products Partners made up 0.28% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #97 holding.
  • American Institute for Advanced Investment Management first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 14 quarters since.
  • American Institute for Advanced Investment Management's Enterprise Products Partners position peaked at $504K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.