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Carolinas Wealth Consulting’s Enterprise Products Partners EPD Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-5,720
Closed -$195K – 278
2025
Q1 		$195K Hold
5,720
– – 0.04% 179
2024
Q4 		$179K Sell
5,720
-1,024
-15% -$31.5K 0.04% 192
2024
Q3 		$196K Hold
6,744
– – 0.04% 184
2024
Q2 		$195K Buy
6,744
+3,720
+123% +$107K 0.04% 182
2024
Q1 		$88.2K Buy
+3,024
New +$83K 0.02% 285
2023
Q3 		– Sell
-553
Closed -$14.6K – 1043
2023
Q2 		$14.6K Buy
553
+11
+2% +$288 ﹤0.01% 534
2023
Q1 		$14K Buy
542
+9
+2% +$231 ﹤0.01% 551
2022
Q4 		$12.8K Buy
533
+10
+2% +$246 ﹤0.01% 577
2022
Q3 		$12K Buy
523
+9
+2% +$232 ﹤0.01% 531
2022
Q2 		$13K Buy
514
+9
+2% +$237 ﹤0.01% 529
2022
Q1 		$13K Buy
505
+10
+2% +$243 ﹤0.01% 561
2021
Q4 		$11K Buy
495
+9
+2% +$202 ﹤0.01% 596
2021
Q3 		$11K Sell
486
-466
-49% -$10.6K ﹤0.01% 568
2021
Q2 		$23K Sell
952
-4,591
-83% -$109K 0.01% 481
2021
Q1 		$122K Buy
5,543
+113
+2% +$2.48K 0.03% 229
2020
Q4 		$106K Sell
5,430
-471
-8% -$8.77K 0.03% 226
2020
Q3 		$93K Buy
5,901
+1,496
+34% +$26.2K 0.03% 202
2020
Q2 		$80K Buy
+4,405
New +$78.8K 0.03% 166

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Carolinas Wealth Consulting's EPD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 5,720 shares — an estimated $195K sold.

Carolinas Wealth Consulting first reported a position in EPD in Q2 2020 and held it in 18 quarters. The position peaked at $196K in Q3 2024. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,720 Enterprise Products Partners shares in Q2 2025, an estimated $195K.
  • Carolinas Wealth Consulting first reported a position in Enterprise Products Partners in Q2 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Enterprise Products Partners position peaked at $196K in Q3 2024.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.