Baker Avenue Asset Management’s Enterprise Products Partners EPD Stock Holding History

Baker Avenue Asset 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	$228K	Buy	6,214 +20	+0.3%	+$755	﹤0.01%	747
2026 Q1	$234K	Buy	+6,194	New	+$219K	0.01%	686
2025 Q2	–	Sell	-6,091	Closed	-$208K	–	512
2025 Q1	$208K	Buy	+6,091	New	+$203K	0.01%	438
2024 Q3	–	Sell	-10,791	Closed	-$313K	–	431
2024 Q2	$313K	Buy	10,791 +1,566	+17%	+$44.9K	0.01%	312
2024 Q1	$269K	Sell	9,225 -4,450	-33%	-$122K	0.01%	318
2023 Q4	$360K	Sell	13,675 -5,945	-30%	-$158K	0.02%	285
2023 Q3	$537K	Buy	+19,620	New	+$525K	0.03%	254
2023 Q2	–	Sell	-3,000	Closed	-$77.7K	–	1635
2023 Q1	$77.7K	Buy	+3,000	New	+$77.1K	﹤0.01%	468

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

Baker Avenue Asset Management's EPD Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Enterprise Products Partners (EPD) stake by 0.32% in Q2 2026, buying an estimated $755 and bringing the position to 6,214 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Baker Avenue Asset Management first reported a position in EPD in Q1 2023 and has held it in 8 quarters since. The position peaked at $537K in Q3 2023. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Baker Avenue Asset Management held 6,214 shares of Enterprise Products Partners worth $228K as of Q2 2026.
Baker Avenue Asset Management bought 20 Enterprise Products Partners shares in Q2 2026, an estimated $755.
Enterprise Products Partners made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #747 holding.
Baker Avenue Asset Management first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 8 quarters since.
Baker Avenue Asset Management's Enterprise Products Partners position peaked at $537K in Q3 2023.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.