Cerro Pacific Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Cerro Pacific Wealth 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	$533K	Hold	14,505	–	–	0.12%	110
2026 Q1	$549K	Sell	14,505 -84	-0.6%	-$2.97K	0.14%	97
2025 Q4	$468K	Hold	14,589	–	–	0.13%	106
2025 Q3	$456K	Hold	14,589	–	–	0.12%	107
2025 Q2	$452K	Hold	14,589	–	–	0.13%	110
2025 Q1	$458K	Hold	14,589	–	–	0.15%	107
2024 Q4	$425K	Hold	14,589	–	–	0.14%	110
2024 Q3	$423K	Hold	14,589	–	–	0.16%	106
2024 Q2	$423K	Buy	+14,589	New	+$418K	0.16%	107
2023 Q1	$424K	Hold	16,352	–	–	0.23%	100
2022 Q4	$394K	Buy	16,352 +84	+0.5%	+$2.07K	0.21%	115
2022 Q3	$387K	Hold	16,268	–	–	0.23%	102
2022 Q2	$396K	Hold	16,268	–	–	0.25%	103
2022 Q1	$420K	Hold	16,268	–	–	0.26%	97
2021 Q4	$357K	Sell	16,268 -1,600	-9%	-$35.9K	0.23%	101
2021 Q3	$387K	Sell	17,868 -1	-0%	-$23	0.28%	99
2021 Q2	$431K	Buy	+17,869	New	+$423K	0.32%	90
2020 Q4	$847K	Buy	+43,255	New	+$805K	0.51%	61

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

Cerro Pacific Wealth Advisors's EPD Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 14,505 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #110.

Cerro Pacific Wealth Advisors first reported a position in EPD in Q4 2020 and has held it in 18 quarters since. The position peaked at $847K in Q4 2020. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Cerro Pacific Wealth Advisors held 14,505 shares of Enterprise Products Partners worth $533K as of Q2 2026.
Cerro Pacific Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.12% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Cerro Pacific Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Enterprise Products Partners position peaked at $847K in Q4 2020.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.