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B. Riley Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-200
Closed -$6.41K – 961
2025
Q4 		$6.41K Sell
200
-19,800
-99% -$626K ﹤0.01% 1017
2025
Q3 		$6.25K Buy
20,000
+19,800
+9,900% +$625K ﹤0.01% 1061
2025
Q2 		$6.2K Buy
+200
New +$6.23K ﹤0.01% 1035

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

B. Riley Wealth Advisors's EPD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, selling an estimated $32.9K and leaving 61,273 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #165.

B. Riley Wealth Advisors first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.2M in Q1 2024. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • B. Riley Wealth Advisors held 61,273 shares of Enterprise Products Partners worth $2.25M as of Q2 2026.
  • B. Riley Wealth Advisors sold 873 Enterprise Products Partners shares in Q2 2026, an estimated $32.9K.
  • Enterprise Products Partners made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • B. Riley Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's Enterprise Products Partners position peaked at $23.2M in Q1 2024.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.