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Cascade Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Cascade Investment Advisors’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 		$839K Hold
22,826
– – 0.46% 84
2026
Q1 		$864K Hold
22,826
– – 0.51% 82
2025
Q4 		$732K Buy
22,826
+600
+3% +$19K 0.43% 87
2025
Q3 		$695K Sell
22,226
-340
-2% -$10.7K 0.42% 87
2025
Q2 		$700K Hold
22,566
– – 0.45% 88
2025
Q1 		$770K Sell
22,566
-60
-0.3% -$2K 0.52% 82
2024
Q4 		$710K Hold
22,626
– – 0.46% 87
2024
Q3 		$659K Hold
22,626
– – 0.42% 87
2024
Q2 		$656K Hold
22,626
– – 0.44% 88
2024
Q1 		$660K Hold
22,626
– – 0.43% 91
2023
Q4 		$596K Hold
22,626
– – 0.42% 89
2023
Q3 		$619K Hold
22,626
– – 0.49% 89
2023
Q2 		$596K Buy
22,626
+200
+0.9% +$5.23K 0.45% 91
2023
Q1 		$581K Sell
22,426
-700
-3% -$18K 0.46% 84
2022
Q4 		$558K Hold
23,126
– – 0.46% 89
2022
Q3 		$584K Sell
23,126
-450
-2% -$11.6K 0.5% 86
2022
Q2 		$575K Hold
23,576
– – 0.45% 93
2022
Q1 		$608K Sell
23,576
-1,034
-4% -$25.1K 0.37% 100
2021
Q4 		$540K Sell
24,610
-825
-3% -$18.5K 0.32% 102
2021
Q3 		$550K Sell
25,435
-400
-2% -$9.09K 0.36% 100
2021
Q2 		$623K Sell
25,835
-100
-0.4% -$2.37K 0.39% 97
2021
Q1 		$571K Buy
25,935
+450
+2% +$9.89K 0.37% 99
2020
Q4 		$499K Buy
25,485
+675
+3% +$12.6K 0.37% 94
2020
Q3 		$392K Buy
24,810
+750
+3% +$13.1K 0.33% 95
2020
Q2 		$437K Buy
24,060
+760
+3% +$13.6K 0.41% 87
2020
Q1 		$333K Buy
23,300
+450
+2% +$10.5K 0.37% 88
2019
Q4 		$643K Sell
22,850
-600
-3% -$16.3K 0.49% 84
2019
Q3 		$670K Buy
23,450
+400
+2% +$11.6K 0.52% 81
2019
Q2 		$665K Hold
23,050
– – 0.56% 79
2019
Q1 		$671K Sell
23,050
-500
-2% -$14K 0.6% 76
2018
Q4 		$579K Hold
23,550
– – 0.59% 75
2018
Q3 		$677K Sell
23,550
-500
-2% -$14.4K 0.57% 79
2018
Q2 		$665K Sell
24,050
-6,790
-22% -$186K 0.59% 77
2018
Q1 		$755K Sell
30,840
-300
-1% -$7.99K 0.59% 75
2017
Q4 		$826K Sell
31,140
-250
-0.8% -$6.33K 0.65% 71
2017
Q3 		$818K Hold
31,390
– – 0.68% 70
2017
Q2 		$850K Sell
31,390
-150
-0.5% -$4.06K 0.72% 69
2017
Q1 		$871K Buy
31,540
+410
+1% +$11.5K 0.76% 66
2016
Q4 		$842K Buy
+31,130
New +$811K 0.72% 66
2016
Q2 		$928K Buy
+31,705
New +$851K 0.89% 60

Other funds holding EPD

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cascade Investment Advisors's EPD Position: Q2 2026 in Review

Cascade Investment Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 22,826 shares worth $839K. The position accounts for 0.46% of the portfolio, ranked #84.

Cascade Investment Advisors first reported a position in EPD in Q2 2016 and has held it in 40 quarters since. The position peaked at $928K in Q2 2016. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cascade Investment Advisors held 22,826 shares of Enterprise Products Partners worth $839K as of Q2 2026.
  • Cascade Investment Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.46% of Cascade Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Cascade Investment Advisors first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 40 quarters since.
  • Cascade Investment Advisors's Enterprise Products Partners position peaked at $928K in Q2 2016.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.