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Cherokee Insurance’s Enterprise Products Partners EPD Stock Holding History

Cherokee Insurance’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 		$4.23M Sell
115,000
-5,000
-4% -$189K 1.63% 18
2026
Q1 		$4.54M Hold
120,000
– – 1.72% 19
2025
Q4 		$3.85M Hold
120,000
– – 1.56% 20
2025
Q3 		$3.75M Hold
120,000
– – 1.61% 21
2025
Q2 		$3.72M Hold
120,000
– – 1.62% 20
2025
Q1 		$4.1M Hold
120,000
– – 1.81% 17
2024
Q4 		$3.76M Buy
+120,000
New +$3.69M 1.71% 19

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Cherokee Insurance's EPD Position: Q2 2026 in Review

Cherokee Insurance reduced its Enterprise Products Partners (EPD) stake by 4.2% in Q2 2026, selling an estimated $189K and leaving 115,000 shares worth $4.23M. The position accounts for 1.63% of the portfolio, ranked #18.

Cherokee Insurance first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.54M in Q1 2026. 863 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cherokee Insurance held 115,000 shares of Enterprise Products Partners worth $4.23M as of Q2 2026.
  • Cherokee Insurance sold 5,000 Enterprise Products Partners shares in Q2 2026, an estimated $189K.
  • Enterprise Products Partners made up 1.63% of Cherokee Insurance's portfolio in Q2 2026, its #18 holding.
  • Cherokee Insurance first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's Enterprise Products Partners position peaked at $4.54M in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.