BMC
EPD icon

Beaton Management Company’s Enterprise Products Partners EPD Stock Holding History

Beaton Management Company’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
2025
Q2 		– Sell
-6,080
Closed -$208K – 139
2025
Q1 		$208K Buy
+6,080
New +$202K 0.11% 135
2020
Q3 		– Sell
-13,400
Closed -$243K – 118
2020
Q2 		$243K Buy
+13,400
New +$240K 0.22% 99

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Beaton Management Company's EPD Position: Q2 2025 in Review

Beaton Management Company sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 6,080 shares — an estimated $208K sold.

Beaton Management Company first reported a position in EPD in Q2 2020 and held it in 2 quarters. The position peaked at $243K in Q2 2020. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Beaton Management Company reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Beaton Management Company sold 6,080 Enterprise Products Partners shares in Q2 2025, an estimated $208K.
  • Beaton Management Company first reported a position in Enterprise Products Partners in Q2 2020 and held it in 2 quarters.
  • Beaton Management Company's Enterprise Products Partners position peaked at $243K in Q2 2020.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Beaton Management Company's 13F filing for Q2 2025, filed 12 Aug 2025.