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Belleair Asset Management’s Enterprise Products Partners EPD Stock Holding History

Belleair 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 		$386K Hold
10,500
– – 0.32% 54
2026
Q1 		$397K Sell
10,500
-670
-6% -$23.7K 0.36% 53
2025
Q4 		$358K Buy
+11,170
New +$353K 0.34% 58

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Belleair Asset Management's EPD Position: Q2 2026 in Review

Belleair Asset Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 10,500 shares worth $386K. The position accounts for 0.32% of the portfolio, ranked #54.

Belleair Asset Management first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q1 2026. 995 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Belleair Asset Management held 10,500 shares of Enterprise Products Partners worth $386K as of Q2 2026.
  • Belleair Asset Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.32% of Belleair Asset Management's portfolio in Q2 2026, its #54 holding.
  • Belleair Asset Management first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's Enterprise Products Partners position peaked at $397K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.