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Baldwin Investment Management’s Enterprise Products Partners EPD Stock Holding History

Baldwin Investment 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 		$7.03M Sell
191,338
-500
-0.3% -$18.9K 0.68% 24
2026
Q1 		$7.26M Sell
191,838
-150
-0.1% -$5.31K 0.85% 15
2025
Q4 		$6.16M Sell
191,988
-452
-0.2% -$14.3K 0.69% 18
2025
Q3 		$6.02M Sell
192,440
-175
-0.1% -$5.52K 0.69% 18
2025
Q2 		$5.97M Hold
192,615
– – 0.72% 16
2025
Q1 		$6.58M Buy
192,615
+4,990
+3% +$166K 0.79% 15
2024
Q4 		$5.88M Sell
187,625
-10,908
-5% -$335K 0.77% 13
2024
Q3 		$5.78M Sell
198,533
-548
-0.3% -$16K 0.72% 16
2024
Q2 		$5.77M Buy
199,081
+920
+0.5% +$26.4K 0.79% 14
2024
Q1 		$5.78M Buy
198,161
+1,070
+0.5% +$29.4K 0.78% 13
2023
Q4 		$5.19M Sell
197,091
-200
-0.1% -$5.33K 0.81% 12
2023
Q3 		$5.4M Sell
197,291
-3,525
-2% -$94.3K 0.9% 10
2023
Q2 		$5.29M Sell
200,816
-450
-0.2% -$11.8K 0.87% 12
2023
Q1 		$5.21M Sell
201,266
-1,050
-0.5% -$27K 0.92% 12
2022
Q4 		$4.88M Buy
202,316
+850
+0.4% +$20.9K 0.88% 11
2022
Q3 		$4.79K Sell
201,466
-1,940
-1% -$50K 0.98% 7
2022
Q2 		$4.96K Sell
203,406
-3,360
-2% -$88.4K 0.94% 9
2022
Q1 		$5.34K Buy
206,766
+5,585
+3% +$136K 0.81% 12
2021
Q4 		$4.42K Buy
201,181
+3,615
+2% +$81.1K 0.69% 26
2021
Q3 		$4.28M Buy
197,566
+6,630
+3% +$151K 0.74% 19
2021
Q2 		$4.61M Buy
190,936
+5,570
+3% +$132K 0.78% 15
2021
Q1 		$4.08M Buy
185,366
+12,475
+7% +$274K 0.75% 17
2020
Q4 		$3.39M Buy
172,891
+10,775
+7% +$201K 0.67% 24
2020
Q3 		$2.56M Buy
162,116
+1,600
+1% +$28K 0.6% 30
2020
Q2 		$2.92M Buy
160,516
+800
+0.5% +$14.3K 0.92% 9
2020
Q1 		$2.28M Buy
159,716
+52,075
+48% +$1.21M 0.79% 15
2019
Q4 		$3.03M Hold
107,641
– – 0.81% 10
2019
Q3 		$3.08M Buy
107,641
+4,000
+4% +$116K 0.89% 7
2019
Q2 		$2.99M Buy
103,641
+2,685
+3% +$77.4K 0.86% 10
2019
Q1 		$2.94M Buy
100,956
+5,800
+6% +$162K 0.88% 9
2018
Q4 		$2.34M Sell
95,156
-1,800
-2% -$48.2K 0.74% 11
2018
Q3 		$2.79M Buy
96,956
+1,700
+2% +$49.1K 0.8% 9
2018
Q2 		$2.64M Buy
95,256
+1,281
+1% +$35K 0.83% 9
2018
Q1 		$2.3M Buy
93,975
+625
+0.7% +$16.6K 0.82% 6
2017
Q4 		$2.48M Buy
93,350
+900
+1% +$22.8K 0.88% 5
2017
Q3 		$2.41M Buy
92,450
+450
+0.5% +$11.9K 0.91% 6
2017
Q2 		$2.49M Sell
92,000
-800
-0.9% -$21.7K 1% 5
2017
Q1 		$2.56M Hold
92,800
– – 0.99% 4
2016
Q4 		$2.51M Sell
92,800
-750
-0.8% -$19.5K 1% 4
2016
Q3 		$2.58M Buy
93,550
+3,200
+4% +$88.4K 1.11% 3
2016
Q2 		$2.64M Sell
90,350
-200
-0.2% -$5.37K 1.14% 3
2016
Q1 		$2.23M Buy
90,550
+400
+0.4% +$9.31K 0.96% 4
2015
Q4 		$2.31M Buy
90,150
+27,950
+45% +$726K 1.04% 5
2015
Q3 		$1.55M Sell
62,200
-1,000
-2% -$27.7K 0.68% 13
2015
Q2 		$1.89M Hold
63,200
– – 0.78% 8
2015
Q1 		$2.08M Hold
63,200
– – 0.82% 5
2014
Q4 		$2.28M Buy
63,200
+1,350
+2% +$49.9K 0.88% 5
2014
Q3 		$2.49M Hold
61,850
– – 1.03% 3
2014
Q2 		$2.42M Hold
61,850
– – 1.05% 3
2014
Q1 		$2.15M Sell
61,850
-200
-0.3% -$6.63K 0.95% 3
2013
Q4 		$2.06M Hold
62,050
– – 0.93% 3
2013
Q3 		$1.89M Hold
62,050
– – 0.91% 3
2013
Q2 		$1.93M Buy
+62,050
New +$1.88M 0.95% 2

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

Baldwin Investment Management's EPD Position: Q2 2026 in Review

Baldwin Investment Management reduced its Enterprise Products Partners (EPD) stake by 0.26% in Q2 2026, selling an estimated $18.9K and leaving 191,338 shares worth $7.03M. The position accounts for 0.68% of the portfolio, ranked #24.

Baldwin Investment Management first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.26M in Q1 2026. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Baldwin Investment Management held 191,338 shares of Enterprise Products Partners worth $7.03M as of Q2 2026.
  • Baldwin Investment Management sold 500 Enterprise Products Partners shares in Q2 2026, an estimated $18.9K.
  • Enterprise Products Partners made up 0.68% of Baldwin Investment Management's portfolio in Q2 2026, its #24 holding.
  • Baldwin Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Investment Management's Enterprise Products Partners position peaked at $7.26M in Q1 2026.
  • 1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.