Cape Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Cape Investment Advisory’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	$19.4K	Buy	+527	New	+$19.9K	0.01%	702
2026 Q1	–	Sell	-527	Closed	-$16.9K	–	492
2025 Q4	$16.9K	Buy	527 +300	+132%	+$9.49K	0.01%	651
2025 Q3	$7.1K	Sell	227 -300	-57%	-$9.46K	0.01%	463
2025 Q2	$16.3K	Hold	527	–	–	0.01%	550
2025 Q1	$18K	Hold	527	–	–	0.01%	500
2024 Q4	$16.5K	Sell	527 -407	-44%	-$12.5K	0.01%	504
2024 Q3	$27.2K	Hold	934	–	–	0.01%	407
2024 Q2	$27.1K	Buy	934 +33	+4%	+$946	0.01%	387
2024 Q1	$26.3K	Sell	901 -854	-49%	-$23.4K	0.01%	403
2023 Q4	$46.2K	Sell	1,755 -226	-11%	-$6.02K	0.02%	362
2023 Q3	$54.2K	Buy	1,981 +130	+7%	+$3.48K	0.03%	285
2023 Q2	$48.8K	Buy	1,851 +124	+7%	+$3.24K	0.03%	288
2023 Q1	$44.7K	Buy	+1,727	New	+$44.4K	0.03%	281

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

Cape Investment Advisory's EPD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 527 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EPD as recently as Q4 2025.

Cape Investment Advisory first reported a position in EPD in Q1 2023 and has held it in 13 quarters since. The position peaked at $54.2K in Q3 2023. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Cape Investment Advisory held 527 shares of Enterprise Products Partners worth $19.4K as of Q2 2026.
Enterprise Products Partners was a new Cape Investment Advisory position in Q2 2026.
Enterprise Products Partners made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #702 holding.
Cape Investment Advisory first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Enterprise Products Partners position peaked at $54.2K in Q3 2023.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.