Apollon Financial’s Enterprise Products Partners EPD Stock Holding History

Apollon Financial’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	$965K	Hold	26,261	–	–	0.11%	145
2026 Q1	$994K	Buy	26,261 +2,000	+8%	+$70.8K	0.14%	127
2025 Q4	$778K	Buy	24,261 +95	+0.4%	+$3K	0.11%	140
2025 Q3	$756K	Buy	24,166 +3,000	+14%	+$94.6K	0.13%	124
2025 Q2	$656K	Hold	21,166	–	–	0.14%	117
2025 Q1	$723K	Hold	21,166	–	–	0.17%	107
2024 Q4	$664K	Buy	21,166 +1,166	+6%	+$35.8K	0.16%	100
2024 Q3	$582K	Hold	20,000	–	–	0.17%	91
2024 Q2	$580K	Buy	20,000 +8,500	+74%	+$244K	0.19%	81
2024 Q1	$336K	Sell	11,500 -500	-4%	-$13.7K	0.12%	113
2023 Q4	$316K	Buy	+12,000	New	+$320K	0.12%	111

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

Apollon Financial's EPD Position: Q2 2026 in Review

Apollon Financial held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 26,261 shares worth $965K. The position accounts for 0.11% of the portfolio, ranked #145.

Apollon Financial first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $994K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Apollon Financial held 26,261 shares of Enterprise Products Partners worth $965K as of Q2 2026.
Apollon Financial left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.11% of Apollon Financial's portfolio in Q2 2026, its #145 holding.
Apollon Financial first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's Enterprise Products Partners position peaked at $994K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.