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C2C Wealth Management’s Enterprise Products Partners EPD Stock Holding History

C2C Wealth 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 		$2.43M Hold
66,146
– – 1.91% 12
2026
Q1 		$2.5M Buy
66,146
+3,000
+5% +$106K 2.12% 12
2025
Q4 		$2.02M Hold
63,146
– – 1.71% 13
2025
Q3 		$1.97M Buy
63,146
+3,000
+5% +$94.6K 1.7% 13
2025
Q2 		$1.87M Sell
60,146
-632
-1% -$19.7K 1.69% 14
2025
Q1 		$2.07M Sell
60,778
-1,108
-2% -$36.9K 1.95% 13
2024
Q4 		$1.94M Hold
61,886
– – 1.8% 13
2024
Q3 		$1.77M Buy
61,886
+1,490
+2% +$43.5K 1.65% 15
2024
Q2 		$1.75M Hold
60,396
– – 1.71% 14
2024
Q1 		$1.76M Hold
60,396
– – 1.75% 15
2023
Q4 		$1.58M Sell
60,396
-1,000
-2% -$26.6K 1.34% 17
2023
Q3 		$1.67M Hold
61,396
– – 0.24% 43
2023
Q2 		$1.64M Buy
61,396
+2,000
+3% +$52.3K 0.22% 49
2023
Q1 		$1.59M Hold
59,396
– – 0.26% 50
2022
Q4 		$1.51M Sell
59,396
-3,000
-5% -$73.8K 0.26% 43
2022
Q3 		$1.55M Sell
62,396
-2,605
-4% -$67.2K 0.3% 36
2022
Q2 		$1.64M Buy
65,001
+2,095
+3% +$55.1K 0.3% 37
2022
Q1 		$1.71M Buy
62,906
+550
+0.9% +$13.4K 0.29% 40
2021
Q4 		$1.37M Buy
+62,356
New +$1.4M 0.2% 61

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

C2C Wealth Management's EPD Position: Q2 2026 in Review

C2C Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 66,146 shares worth $2.43M. The position accounts for 1.91% of the portfolio, ranked #12.

C2C Wealth Management first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • C2C Wealth Management held 66,146 shares of Enterprise Products Partners worth $2.43M as of Q2 2026.
  • C2C Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 1.91% of C2C Wealth Management's portfolio in Q2 2026, its #12 holding.
  • C2C Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Enterprise Products Partners position peaked at $2.5M in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.