Cary Street Partners Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Cary Street Partners 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	$2.5M	Sell	67,900 -136	-0.2%	-$5.13K	0.51%	49
2026 Q1	$2.57M	Buy	68,036 +136	+0.2%	+$4.81K	0.66%	37
2025 Q4	$2.18M	Hold	67,900	–	–	0.59%	40
2025 Q3	$2.12M	Hold	67,900	–	–	0.89%	18
2025 Q2	$2.11M	Hold	67,900	–	–	1.02%	17
2025 Q1	$2.32M	Hold	67,900	–	–	1.34%	11
2024 Q4	$2.13M	Sell	67,900 -39,516	-37%	-$1.21M	1.4%	11
2024 Q3	$3.13M	Buy	107,416 +25	+0%	+$730	0.12%	197
2024 Q2	$3.11M	Sell	107,391 -63	-0.1%	-$1.81K	0.13%	183
2024 Q1	$3.14M	Buy	107,454 +97,186	+946%	+$2.67M	0.13%	176
2023 Q4	$271K	Buy	10,268 +5,316	+107%	+$142K	0.01%	548
2023 Q3	$136K	Sell	4,952 -450	-8%	-$12K	0.01%	643
2023 Q2	$142K	Buy	5,402 +36	+0.7%	+$941	0.01%	592
2023 Q1	$139K	Sell	5,366 -78	-1%	-$2K	0.01%	541
2022 Q4	$131K	Buy	+5,444	New	+$134K	0.01%	539

Other funds holding EPD

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

EIP

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cary Street Partners Investment Advisory's EPD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Enterprise Products Partners (EPD) stake by 0.2% in Q2 2026, selling an estimated $5.13K and leaving 67,900 shares worth $2.5M. The position accounts for 0.51% of the portfolio, ranked #49.

Cary Street Partners Investment Advisory first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.14M in Q1 2024. 1,214 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Cary Street Partners Investment Advisory held 67,900 shares of Enterprise Products Partners worth $2.5M as of Q2 2026.
Cary Street Partners Investment Advisory sold 136 Enterprise Products Partners shares in Q2 2026, an estimated $5.13K.
Enterprise Products Partners made up 0.51% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #49 holding.
Cary Street Partners Investment Advisory first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's Enterprise Products Partners position peaked at $3.14M in Q1 2024.
1,214 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.