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Burney Company’s Enterprise Products Partners EPD Stock Holding History

Burney 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
2026
Q2 		$891K Buy
24,250
+7,115
+42% +$268K 0.02% 372
2026
Q1 		$648K Buy
17,135
+666
+4% +$23.6K 0.02% 398
2025
Q4 		$528K Buy
16,469
+370
+2% +$11.7K 0.02% 423
2025
Q3 		$503K Buy
16,099
+126
+0.8% +$3.98K 0.02% 417
2025
Q2 		$495K Buy
15,973
+24
+0.2% +$748 0.02% 416
2025
Q1 		$544K Buy
15,949
+323
+2% +$10.8K 0.02% 406
2024
Q4 		$490K Buy
15,626
+3,186
+26% +$97.9K 0.02% 429
2024
Q3 		$362K Hold
12,440
– – 0.01% 489
2024
Q2 		$361K Hold
12,440
– – 0.01% 482
2024
Q1 		$363K Sell
12,440
-37
-0.3% -$1.02K 0.01% 494
2023
Q4 		$329K Buy
12,477
+250
+2% +$6.66K 0.01% 481
2023
Q3 		$335K Sell
12,227
-6,120
-33% -$164K 0.02% 464
2023
Q2 		$483K Buy
18,347
+37
+0.2% +$967 0.02% 417
2023
Q1 		$474K Hold
18,310
– – 0.02% 415
2022
Q4 		$442K Hold
18,310
– – 0.02% 422
2022
Q3 		$435K Buy
18,310
+430
+2% +$11.1K 0.02% 428
2022
Q2 		$436K Buy
17,880
+350
+2% +$9.21K 0.02% 421
2022
Q1 		$452K Sell
17,530
-3,700
-17% -$89.8K 0.02% 431
2021
Q4 		$466K Sell
21,230
-6,677
-24% -$150K 0.02% 427
2021
Q3 		$604K Sell
27,907
-200
-0.7% -$4.54K 0.03% 391
2021
Q2 		$678K Sell
28,107
-724
-3% -$17.1K 0.03% 384
2021
Q1 		$635K Sell
28,831
-452
-2% -$9.94K 0.03% 378
2020
Q4 		$574K Sell
29,283
-896
-3% -$16.7K 0.03% 363
2020
Q3 		$477K Sell
30,179
-1,500
-5% -$26.3K 0.03% 360
2020
Q2 		$576K Sell
31,679
-2,156
-6% -$38.6K 0.04% 322
2020
Q1 		$484K Sell
33,835
-671
-2% -$15.6K 0.04% 304
2019
Q4 		$972K Buy
34,506
+1,275
+4% +$34.6K 0.05% 273
2019
Q3 		$950K Sell
33,231
-452
-1% -$13.2K 0.06% 264
2019
Q2 		$972K Sell
33,683
-896
-3% -$25.8K 0.06% 267
2019
Q1 		$1.01M Sell
34,579
-1,531
-4% -$42.8K 0.06% 258
2018
Q4 		$888K Sell
36,110
-2,262
-6% -$60.5K 0.06% 250
2018
Q3 		$1.1M Buy
38,372
+2,863
+8% +$82.7K 0.07% 248
2018
Q2 		$983K Sell
35,509
-4,230
-11% -$116K 0.06% 252
2018
Q1 		$973K Sell
39,739
-2,650
-6% -$70.6K 0.06% 242
2017
Q4 		$1.12M Buy
42,389
+4,797
+13% +$121K 0.06% 237
2017
Q3 		$982K Sell
37,592
-177
-0.5% -$4.68K 0.06% 230
2017
Q2 		$1.01M Buy
37,769
+64
+0.2% +$1.73K 0.07% 222
2017
Q1 		$1.04M Buy
37,705
+2,123
+6% +$59.3K 0.07% 217
2016
Q4 		$962K Buy
35,582
+1,504
+4% +$39.2K 0.07% 211
2016
Q3 		$937K Sell
34,078
-764
-2% -$21.1K 0.07% 206
2016
Q2 		$1.02M Buy
34,842
+536
+2% +$14.4K 0.07% 205
2016
Q1 		$845K Sell
34,306
-2,676
-7% -$62.3K 0.06% 218
2015
Q4 		$922K Buy
36,982
+800
+2% +$20.8K 0.07% 205
2015
Q3 		$901K Sell
36,182
-375
-1% -$10.4K 0.07% 202
2015
Q2 		$1.09M Buy
36,557
+293
+0.8% +$9.59K 0.07% 205
2015
Q1 		$1.19M Sell
36,264
-5,357
-13% -$179K 0.08% 208
2014
Q4 		$1.5M Sell
41,621
-66
-0.2% -$2.44K 0.12% 174
2014
Q3 		$1.68M Sell
41,687
-259
-0.6% -$10.2K 0.14% 160
2014
Q2 		$1.64M Sell
41,946
-6,204
-13% -$229K 0.14% 162
2014
Q1 		$1.67M Buy
48,150
+3,368
+8% +$112K 0.15% 153
2013
Q4 		$1.49M Sell
44,782
-4,288
-9% -$134K 0.14% 169
2013
Q3 		$1.5M Sell
49,070
-1,350
-3% -$41.3K 0.17% 153
2013
Q2 		$1.57M Buy
+50,420
New +$1.53M 0.2% 135

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

Burney Company's EPD Position: Q2 2026 in Review

Burney Company increased its Enterprise Products Partners (EPD) stake by 42% in Q2 2026, buying an estimated $268K and bringing the position to 24,250 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #372.

Burney Company first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.68M in Q3 2014. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Burney Company held 24,250 shares of Enterprise Products Partners worth $891K as of Q2 2026.
  • Burney Company bought 7,115 Enterprise Products Partners shares in Q2 2026, an estimated $268K.
  • Enterprise Products Partners made up 0.02% of Burney Company's portfolio in Q2 2026, its #372 holding.
  • Burney Company first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Enterprise Products Partners position peaked at $1.68M in Q3 2014.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.