AWE
EPD icon

Avidian Wealth Enterprises’s Enterprise Products Partners EPD Stock Holding History

Avidian Wealth Enterprises’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 		$2.64M Buy
71,867
+481
+0.7% +$18.1K 0.07% 177
2026
Q1 		$2.7M Buy
71,386
+4,543
+7% +$161K 0.09% 149
2025
Q4 		$2.14M Sell
66,843
-9,635
-13% -$305K 0.08% 132
2025
Q3 		$2.39M Buy
76,478
+1,191
+2% +$37.6K 0.09% 121
2025
Q2 		$2.33M Buy
75,287
+11,792
+19% +$367K 0.09% 112
2025
Q1 		$2.17M Buy
63,495
+1,756
+3% +$58.5K 0.1% 116
2024
Q4 		$1.94M Sell
61,739
-974
-2% -$29.9K 0.09% 125
2024
Q3 		$1.83M Sell
62,713
-59
-0.1% -$1.72K 0.08% 127
2024
Q2 		$1.82M Buy
62,772
+16,168
+35% +$464K 0.08% 124
2024
Q1 		$1.36M Sell
46,604
-7,622
-14% -$209K 0.07% 134
2023
Q4 		$1.43M Sell
54,226
-4,208
-7% -$112K 0.09% 132
2023
Q3 		$1.6M Buy
58,434
+2,441
+4% +$65.3K 0.11% 115
2023
Q2 		$1.48M Sell
55,993
-48,120
-46% -$1.26M 0.1% 138
2023
Q1 		$2.7M Buy
104,113
+8,755
+9% +$225K 0.15% 119
2022
Q4 		$2.3M Buy
95,358
+6,467
+7% +$159K 0.15% 114
2022
Q3 		$2.11M Buy
88,891
+2,937
+3% +$75.8K 0.15% 93
2022
Q2 		$2.1M Buy
85,954
+1,005
+1% +$26.4K 0.15% 104
2022
Q1 		$2.19M Buy
84,949
+20,861
+33% +$506K 0.13% 111
2021
Q4 		$1.41M Buy
64,088
+7,603
+13% +$171K 0.09% 146
2021
Q3 		$1.22M Sell
56,485
-637
-1% -$14.5K 0.09% 117
2021
Q2 		$1.38M Buy
57,122
+4,272
+8% +$101K 0.11% 108
2021
Q1 		$1.16M Buy
52,850
+10,203
+24% +$224K 0.1% 113
2020
Q4 		$835K Buy
42,647
+3,216
+8% +$59.9K 0.08% 126
2020
Q3 		$623K Buy
39,431
+278
+0.7% +$4.87K 0.07% 137
2020
Q2 		$711K Buy
39,153
+4,751
+14% +$85K 0.1% 108
2020
Q1 		$492K Buy
34,402
+23,596
+218% +$548K 0.08% 109
2019
Q4 		$304K Sell
10,806
-961
-8% -$26K 0.04% 176
2019
Q3 		$336K Buy
+11,767
New +$343K 0.06% 138
2019
Q2 		– Sell
-7,108
Closed -$207K – 151
2019
Q1 		$207K Buy
+7,108
New +$199K 0.05% 124
2018
Q4 		– Sell
-7,794
Closed -$224K – 100
2018
Q3 		$224K Sell
7,794
-300
-4% -$8.67K 0.07% 98
2018
Q2 		$224K Sell
8,094
-200
-2% -$5.47K 0.07% 89
2018
Q1 		$203K Buy
8,294
+200
+2% +$5.33K 0.07% 91
2017
Q4 		$215 Sell
8,094
-100
-1% -$2.53K 0.06% 94
2017
Q3 		$214K Buy
+8,194
New +$217K 0.08% 82
2014
Q1 		– Sell
-6,890
Closed -$218K – 17
2013
Q4 		$218K Buy
+6,890
New +$215K 0.2% 27

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

Avidian Wealth Enterprises's EPD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Enterprise Products Partners (EPD) stake by 0.67% in Q2 2026, buying an estimated $18.1K and bringing the position to 71,867 shares worth $2.64M. The position accounts for 0.07% of the portfolio, ranked #177.

Avidian Wealth Enterprises first reported a position in EPD in Q4 2013 and has held it in 35 quarters since. The position peaked at $2.7M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Avidian Wealth Enterprises held 71,867 shares of Enterprise Products Partners worth $2.64M as of Q2 2026.
  • Avidian Wealth Enterprises bought 481 Enterprise Products Partners shares in Q2 2026, an estimated $18.1K.
  • Enterprise Products Partners made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #177 holding.
  • Avidian Wealth Enterprises first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 35 quarters since.
  • Avidian Wealth Enterprises's Enterprise Products Partners position peaked at $2.7M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.