CFM Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

CFM Wealth Partners’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	$6.75M	Hold	183,670	–	–	0.86%	29
2026 Q1	$6.95M	Hold	183,670	–	–	1.04%	25
2025 Q4	$5.89M	Sell	183,670 -4,000	-2%	-$126K	0.85%	33
2025 Q3	$5.87M	Sell	187,670 -276	-0.1%	-$8.71K	0.85%	31
2025 Q2	$5.83M	Sell	187,946 -6,788	-3%	-$211K	0.93%	29
2025 Q1	$6.65M	Buy	194,734 +14,774	+8%	+$492K	1.17%	24
2024 Q4	$5.64M	Sell	179,960 -1,026	-0.6%	-$31.5K	0.95%	29
2024 Q3	$5.27M	Hold	180,986	–	–	0.92%	30
2024 Q2	$5.24M	Buy	180,986 +20,736	+13%	+$595K	0.96%	27
2024 Q1	$4.68M	Buy	160,250 +18,358	+13%	+$504K	0.94%	30
2023 Q4	$3.74M	Buy	+141,892	New	+$3.78M	0.85%	31
2023 Q3	–	Sell	-140,903	Closed	-$3.71M	–	145
2023 Q2	$3.71M	Buy	+140,903	New	+$3.68M	0.9%	29
2023 Q1	–	Sell	-142,577	Closed	-$3.44M	–	159
2022 Q4	$3.44M	Buy	+142,577	New	+$3.51M	1.03%	25
2022 Q3	–	Sell	-145,774	Closed	-$3.55M	–	157
2022 Q2	$3.55M	Sell	145,774 -1,201	-0.8%	-$31.6K	1.07%	24
2022 Q1	$3.79M	Sell	146,975 -436	-0.3%	-$10.6K	0.91%	26
2021 Q4	$3.34M	Sell	147,411 -1,293	-0.9%	-$29K	0.75%	35
2021 Q3	$3.22M	Buy	+148,704	New	+$3.38M	0.81%	33

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

CFM Wealth Partners's EPD Position: Q2 2026 in Review

CFM Wealth Partners held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 183,670 shares worth $6.75M. The position accounts for 0.86% of the portfolio, ranked #29.

CFM Wealth Partners first reported a position in EPD in Q3 2021 and has held it in 17 quarters since. The position peaked at $6.95M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

CFM Wealth Partners held 183,670 shares of Enterprise Products Partners worth $6.75M as of Q2 2026.
CFM Wealth Partners left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.86% of CFM Wealth Partners's portfolio in Q2 2026, its #29 holding.
CFM Wealth Partners first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 17 quarters since.
CFM Wealth Partners's Enterprise Products Partners position peaked at $6.95M in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.