Carmel Capital Partners’s Enterprise Products Partners EPD Stock Holding History

Carmel Capital Partners’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
2025 Q3	–	Sell	-8,973	Closed	-$278K	–	123
2025 Q2	$278K	Sell	8,973 -376	-4%	-$11.7K	0.1%	119
2025 Q1	$319K	Hold	9,349	–	–	0.13%	118
2024 Q4	$293K	Buy	9,349 +63	+0.7%	+$1.94K	0.12%	117
2024 Q3	$270K	Buy	9,286 +1,022	+12%	+$29.9K	0.1%	136
2024 Q2	$239K	Buy	8,264 +1,175	+17%	+$33.7K	0.1%	135
2024 Q1	$207K	Buy	+7,089	New	+$195K	0.09%	149

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 $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Carmel Capital Partners's EPD Position: Q3 2025 in Review

Carmel Capital Partners sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 8,973 shares — an estimated $278K sold.

Carmel Capital Partners first reported a position in EPD in Q1 2024 and held it in 6 quarters. The position peaked at $319K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Carmel Capital Partners reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 8,973 Enterprise Products Partners shares in Q3 2025, an estimated $278K.
Carmel Capital Partners first reported a position in Enterprise Products Partners in Q1 2024 and held it in 6 quarters.
Carmel Capital Partners's Enterprise Products Partners position peaked at $319K in Q1 2025.
1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.