Caldwell Sutter Capital’s Enterprise Products Partners EPD Stock Holding History

Caldwell Sutter Capital’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	$283K	Hold	7,710	–	–	0.11%	183
2026 Q1	$292K	Buy	7,710 +67	+0.9%	+$2.37K	0.12%	173
2025 Q4	$245K	Buy	7,643 +137	+2%	+$4.33K	0.1%	187
2025 Q3	$235K	Buy	7,506 +57	+0.8%	+$1.8K	0.1%	187
2025 Q2	$231K	Sell	7,449 -25	-0.3%	-$779	0.11%	179
2025 Q1	$255K	Sell	7,474 -166	-2%	-$5.53K	0.12%	168
2024 Q4	$240K	Buy	7,640 +57	+0.8%	+$1.75K	0.11%	179
2024 Q3	$221K	Hold	7,583	–	–	0.1%	191
2024 Q2	$220K	Sell	7,583 -936	-11%	-$26.8K	0.11%	179
2024 Q1	$249K	Sell	8,519 -333	-4%	-$9.14K	0.12%	168
2023 Q4	$233K	Buy	8,852 +158	+2%	+$4.21K	0.12%	165
2023 Q3	$238K	Sell	8,694 -258	-3%	-$6.9K	0.13%	153
2023 Q2	$236K	Buy	8,952 +2,098	+31%	+$54.8K	0.12%	159
2023 Q1	$178K	Buy	+6,854	New	+$176K	0.13%	138

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Caldwell Sutter Capital's EPD Position: Q2 2026 in Review

Caldwell Sutter Capital held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,710 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #183.

Caldwell Sutter Capital first reported a position in EPD in Q1 2023 and has held it in 14 quarters since. The position peaked at $292K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Caldwell Sutter Capital held 7,710 shares of Enterprise Products Partners worth $283K as of Q2 2026.
Caldwell Sutter Capital left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.11% of Caldwell Sutter Capital's portfolio in Q2 2026, its #183 holding.
Caldwell Sutter Capital first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Enterprise Products Partners position peaked at $292K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.