Annis Gardner Whiting Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-4,000	Closed	-$151K	–	609
2026 Q1	$151K	Hold	4,000	–	–	0.02%	360
2025 Q4	$128K	Hold	4,000	–	–	0.02%	361
2025 Q3	$125K	Sell	4,000 -1,598	-29%	-$50.4K	0.03%	345
2025 Q2	$174K	Buy	5,598 +1,098	+24%	+$34.2K	0.06%	228
2025 Q1	$154K	Hold	4,500	–	–	0.07%	210
2024 Q4	$141K	Buy	4,500 +500	+13%	+$15.4K	0.04%	237
2024 Q3	$116K	Hold	4,000	–	–	0.03%	273
2024 Q2	$116K	Hold	4,000	–	–	0.03%	281
2024 Q1	$117K	Buy	+4,000	New	+$110K	0.04%	263

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

Annis Gardner Whiting Capital Advisors's EPD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 4,000 shares — an estimated $151K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EPD in Q1 2024 and held it in 9 quarters. The position peaked at $174K in Q2 2025. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 4,000 Enterprise Products Partners shares in Q2 2026, an estimated $151K.
Annis Gardner Whiting Capital Advisors first reported a position in Enterprise Products Partners in Q1 2024 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's Enterprise Products Partners position peaked at $174K in Q2 2025.
1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.