Certuity’s Enterprise Products Partners EPD Stock Holding History

Certuity’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	$38.9K	Hold	1,057	–	–	﹤0.01%	669
2026 Q1	$40K	Buy	+1,057	New	+$37.4K	﹤0.01%	649
2022 Q2	–	Sell	-120,882	Closed	-$3.12M	–	240
2022 Q1	$3.12M	Sell	120,882 -14,061	-10%	-$341K	0.67%	26
2021 Q4	$2.96M	Buy	134,943 +19,094	+16%	+$428K	0.64%	28
2021 Q3	$2.51M	Buy	115,849 +44,985	+63%	+$1.02M	0.5%	37
2021 Q2	$1.71M	Buy	70,864 +4,175	+6%	+$98.8K	0.39%	45
2021 Q1	$1.47M	Buy	66,689 +14,900	+29%	+$328K	0.39%	47
2020 Q4	$1.01M	Buy	51,789 +19,978	+63%	+$372K	0.33%	50
2020 Q3	$502K	Buy	31,811 +1,427	+5%	+$25K	0.2%	82
2020 Q2	$552K	Buy	30,384 +11,631	+62%	+$208K	0.26%	63
2020 Q1	$268K	Sell	18,753 -37,488	-67%	-$871K	0.15%	111
2019 Q4	$1.58M	Buy	+56,241	New	+$1.52M	0.76%	19

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

Certuity's EPD Position: Q2 2026 in Review

Certuity held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,057 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Certuity first reported a position in EPD in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.12M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Certuity held 1,057 shares of Enterprise Products Partners worth $38.9K as of Q2 2026.
Certuity left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Certuity's portfolio in Q2 2026, its #669 holding.
Certuity first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 12 quarters since.
Certuity's Enterprise Products Partners position peaked at $3.12M in Q1 2022.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.