Bridgewealth Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Bridgewealth Advisory Group’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	$232K	Buy	6,324 +358	+6%	+$13.5K	0.04%	123
2026 Q1	$226K	Buy	+5,966	New	+$211K	0.05%	118
2025 Q4	–	Sell	-7,050	Closed	-$220K	–	131
2025 Q3	$220K	Buy	7,050 +9	+0.1%	+$284	0.05%	110
2025 Q2	$218K	Buy	+7,041	New	+$219K	0.06%	105
2025 Q1	–	Sell	-10,025	Closed	-$333K	–	63
2024 Q4	$333K	Buy	10,025 +697	+7%	+$21.4K	0.09%	78
2024 Q3	$272K	Sell	9,328 -2,915	-24%	-$85.1K	0.1%	66
2024 Q2	$355K	Sell	12,243 -9,221	-43%	-$264K	0.16%	51
2024 Q1	$626K	Hold	21,464	–	–	0.31%	42
2023 Q4	$566K	Hold	21,464	–	–	0.43%	38
2023 Q3	$587K	Buy	21,464 +1	+0%	+$27	0.72%	30
2023 Q2	$566K	Sell	21,463 -1	-0%	-$26	0.92%	24
2023 Q1	$556K	Hold	21,464	–	–	1.02%	22
2022 Q4	$518K	Buy	+21,464	New	+$528K	1.02%	21

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

Bridgewealth Advisory Group's EPD Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Enterprise Products Partners (EPD) stake by 6% in Q2 2026, buying an estimated $13.5K and bringing the position to 6,324 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #123.

Bridgewealth Advisory Group first reported a position in EPD in Q4 2022 and has held it in 13 quarters since. The position peaked at $626K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Bridgewealth Advisory Group held 6,324 shares of Enterprise Products Partners worth $232K as of Q2 2026.
Bridgewealth Advisory Group bought 358 Enterprise Products Partners shares in Q2 2026, an estimated $13.5K.
Enterprise Products Partners made up 0.04% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #123 holding.
Bridgewealth Advisory Group first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 13 quarters since.
Bridgewealth Advisory Group's Enterprise Products Partners position peaked at $626K in Q1 2024.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.