CWM
EPD icon

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

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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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. 300 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.
  • 300 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.