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Baldwin Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Baldwin Wealth Partners’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 		$6.72M Buy
182,920
+1,194
+0.7% +$45.1K 0.44% 54
2026
Q1 		$6.88M Sell
181,726
-60,809
-25% -$2.15M 0.5% 49
2025
Q4 		$7.78M Sell
242,535
-4,195
-2% -$133K 0.5% 48
2025
Q3 		$7.72M Sell
246,730
-10,300
-4% -$325K 0.5% 49
2025
Q2 		$7.97M Sell
257,030
-1,794
-0.7% -$55.9K 0.54% 53
2025
Q1 		$8.84M Sell
258,824
-1,000
-0.4% -$33.3K 0.62% 50
2024
Q4 		$8.15M Sell
259,824
-275
-0.1% -$8.45K 0.56% 50
2024
Q3 		$7.57M Sell
260,099
-10,567
-4% -$309K 0.52% 49
2024
Q2 		$7.84M Sell
270,666
-573
-0.2% -$16.4K 0.61% 48
2024
Q1 		$7.91M Sell
271,239
-150
-0.1% -$4.12K 0.6% 50
2023
Q4 		$7.15M Sell
271,389
-13,590
-5% -$362K 0.56% 51
2023
Q3 		$7.8M Buy
284,979
+9,747
+4% +$261K 0.67% 48
2023
Q2 		$7.25M Sell
275,232
-1,950
-0.7% -$51K 0.59% 52
2023
Q1 		$7.18M Buy
277,182
+4,475
+2% +$115K 0.63% 51
2022
Q4 		$6.58M Buy
272,707
+19,430
+8% +$478K 0.6% 53
2022
Q3 		$6.02M Sell
253,277
-7,452
-3% -$192K 0.83% 35
2022
Q2 		$6.35M Sell
260,729
-150
-0.1% -$3.95K 0.82% 36
2022
Q1 		$6.73M Buy
260,879
+112
+0% +$2.72K 0.71% 40
2021
Q4 		$5.73M Hold
260,767
– – 0.57% 46
2021
Q3 		$5.64M Hold
260,767
– – 0.63% 42
2021
Q2 		$6.29M Hold
260,767
– – 0.69% 42
2021
Q1 		$5.74M Buy
260,767
+557
+0.2% +$12.2K 0.68% 43
2020
Q4 		$5.1M Buy
260,210
+9,696
+4% +$181K 0.64% 46
2020
Q3 		$3.96M Sell
250,514
-26,155
-9% -$458K 0.54% 49
2020
Q2 		$5.03M Buy
276,669
+572
+0.2% +$10.2K 0.74% 43
2020
Q1 		$3.95M Sell
276,097
-107,636
-28% -$2.5M 0.69% 45
2019
Q4 		$10.8M Sell
383,733
-2,504
-0.6% -$67.9K 1.51% 26
2019
Q3 		$11M Sell
386,237
-4,700
-1% -$137K 1.66% 24
2019
Q2 		$11.3M Sell
390,937
-1,790
-0.5% -$51.6K 1.66% 22
2019
Q1 		$11.4M Buy
392,727
+229
+0.1% +$6.4K 1.7% 20
2018
Q4 		$9.65M Buy
392,498
+77
+0% +$2.06K 1.62% 22
2018
Q3 		$11.3M Buy
392,421
+12,337
+3% +$356K 1.58% 23
2018
Q2 		$10.5M Buy
380,084
+9,193
+2% +$251K 1.63% 21
2018
Q1 		$9.08M Sell
370,891
-14,475
-4% -$385K 1.47% 22
2017
Q4 		$10.2M Sell
385,366
-4,773
-1% -$121K 1.59% 20
2017
Q3 		$10.2M Sell
390,139
-8,918
-2% -$236K 1.64% 21
2017
Q2 		$10.8M Sell
399,057
-7,112
-2% -$193K 1.74% 19
2017
Q1 		$11.2M Sell
406,169
-43,245
-10% -$1.21M 1.85% 20
2016
Q4 		$12.2M Sell
449,414
-7,140
-2% -$186K 2.2% 13
2016
Q3 		$12.6M Sell
456,554
-293
-0.1% -$8.1K 2.29% 11
2016
Q2 		$13.4M Buy
456,847
+14,481
+3% +$389K 2.75% 9
2016
Q1 		$10.9M Buy
442,366
+8,010
+2% +$186K 1.96% 15
2015
Q4 		$11.1M Sell
434,356
-32,186
-7% -$836K 1.81% 12
2015
Q3 		$11.6M Buy
466,542
+5,186
+1% +$144K 1.96% 10
2015
Q2 		$13.8M Buy
461,356
+3,673
+0.8% +$120K 2.05% 6
2015
Q1 		$15.1M Buy
457,683
+5,659
+1% +$190K 2.22% 4
2014
Q4 		$16.3M Buy
452,024
+1,550
+0.3% +$57.3K 2.36% 3
2014
Q3 		$18.2M Buy
450,474
+2,750
+0.6% +$108K 2.58% 4
2014
Q2 		$17.5M Buy
447,724
+1,354
+0.3% +$49.9K 2.6% 4
2014
Q1 		$15.5M Sell
446,370
-6,780
-1% -$225K 2.49% 4
2013
Q4 		$15M Buy
453,150
+4,342
+1% +$135K 2.41% 3
2013
Q3 		$13.7M Sell
448,808
-3,662
-0.8% -$112K 2.5% 4
2013
Q2 		$14.1M Buy
+452,470
New +$13.7M 2.78% 2

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Baldwin Wealth Partners's EPD Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Enterprise Products Partners (EPD) stake by 0.66% in Q2 2026, buying an estimated $45.1K and bringing the position to 182,920 shares worth $6.72M. The position accounts for 0.44% of the portfolio, ranked #54.

Baldwin Wealth Partners first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q3 2014. 747 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Baldwin Wealth Partners held 182,920 shares of Enterprise Products Partners worth $6.72M as of Q2 2026.
  • Baldwin Wealth Partners bought 1,194 Enterprise Products Partners shares in Q2 2026, an estimated $45.1K.
  • Enterprise Products Partners made up 0.44% of Baldwin Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Baldwin Wealth Partners first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Enterprise Products Partners position peaked at $18.2M in Q3 2014.
  • 747 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.