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

Calamos 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 		$369K Buy
10,034
+4,298
+75% +$162K 0.01% 349
2026
Q1 		$217K Buy
+5,736
New +$203K 0.01% 508

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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

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

Calamos Wealth Management increased its Enterprise Products Partners (EPD) stake by 75% in Q2 2026, buying an estimated $162K and bringing the position to 10,034 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #349.

Calamos Wealth Management first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Calamos Wealth Management held 10,034 shares of Enterprise Products Partners worth $369K as of Q2 2026.
  • Calamos Wealth Management bought 4,298 Enterprise Products Partners shares in Q2 2026, an estimated $162K.
  • Enterprise Products Partners made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Calamos Wealth Management first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.