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Brookwood Investment Group’s Enterprise Products Partners EPD Stock Holding History

Brookwood Investment 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 		$456K Sell
12,414
-2,178
-15% -$82.2K 0.05% 323
2026
Q1 		$552K Sell
14,592
-948
-6% -$33.6K 0.07% 269
2025
Q4 		$498K Sell
15,540
-2,517
-14% -$79.6K 0.06% 291
2025
Q3 		$565K Buy
18,057
+1,801
+11% +$56.8K 0.07% 240
2025
Q2 		$504K Sell
16,256
-1,099
-6% -$34.2K 0.08% 229
2025
Q1 		$592K Buy
+17,355
New +$578K 0.1% 195

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

Brookwood Investment Group's EPD Position: Q2 2026 in Review

Brookwood Investment Group reduced its Enterprise Products Partners (EPD) stake by 15% in Q2 2026, selling an estimated $82.2K and leaving 12,414 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #323.

Brookwood Investment Group first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $592K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Brookwood Investment Group held 12,414 shares of Enterprise Products Partners worth $456K as of Q2 2026.
  • Brookwood Investment Group sold 2,178 Enterprise Products Partners shares in Q2 2026, an estimated $82.2K.
  • Enterprise Products Partners made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #323 holding.
  • Brookwood Investment Group first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Enterprise Products Partners position peaked at $592K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.