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CLA (CliftonLarsonAllen) Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

CLA (CliftonLarsonAllen) 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 		– Sell
-14,000
Closed -$530K – 258
2026
Q1 		$530K Sell
14,000
-77
-0.5% -$2.73K 0.01% 203
2025
Q4 		$451K Buy
14,077
+77
+0.6% +$2.44K 0.01% 195
2025
Q3 		$438K Sell
14,000
-4,000
-22% -$126K 0.01% 188
2025
Q2 		$558K Hold
18,000
– – 0.01% 181
2025
Q1 		$615K Hold
18,000
– – 0.01% 168
2024
Q4 		$564K Hold
18,000
– – 0.01% 167
2024
Q3 		$524K Sell
18,000
-700
-4% -$20.4K 0.01% 164
2024
Q2 		$542K Sell
18,700
-2,250
-11% -$64.5K 0.01% 159
2024
Q1 		$611K Sell
20,950
-4,313
-17% -$118K 0.01% 155
2023
Q4 		$666K Buy
25,263
+4,313
+21% +$115K 0.02% 157
2023
Q3 		$573K Buy
20,950
+52
+0.2% +$1.39K 0.02% 150
2023
Q2 		$551K Buy
20,898
+52
+0.2% +$1.36K 0.02% 152
2023
Q1 		$540K Buy
20,846
+49
+0.2% +$1.26K 0.02% 159
2022
Q4 		$502K Buy
+20,797
New +$512K 0.02% 167
2022
Q3 		– Sell
-18,109
Closed -$441K – 102
2022
Q2 		$441K Hold
18,109
– – 0.02% 164
2022
Q1 		$467K Hold
18,109
– – 0.02% 177
2021
Q4 		$398K Buy
18,109
+4,000
+28% +$89.7K 0.01% 166
2021
Q3 		$305K Hold
14,109
– – 0.01% 267
2021
Q2 		$340K Sell
14,109
-8,000
-36% -$189K 0.01% 264
2021
Q1 		$487K Hold
22,109
– – 0.02% 156
2020
Q4 		$433K Buy
22,109
+2,684
+14% +$50K 0.02% 152
2020
Q3 		$307K Buy
19,425
+109
+0.6% +$1.91K 0.02% 147
2020
Q2 		$351K Buy
+19,316
New +$345K 0.02% 149
2017
Q2 		– Hold
0
– – – 129

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

CLA (CliftonLarsonAllen) Wealth Advisors's EPD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 14,000 shares — an estimated $530K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EPD in Q2 2020 and held it in 23 quarters. The position peaked at $666K in Q4 2023. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 14,000 Enterprise Products Partners shares in Q2 2026, an estimated $530K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2020 and held it in 23 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Enterprise Products Partners position peaked at $666K in Q4 2023.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.