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Clifford Swan Investment Counsel’s Enterprise Products Partners EPD Stock Holding History

Clifford Swan Investment Counsel’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 		$638K Buy
17,354
+856
+5% +$32.3K 0.02% 203
2026
Q1 		$624K Hold
16,498
– – 0.02% 194
2025
Q4 		$529K Sell
16,498
-280
-2% -$8.85K 0.02% 222
2025
Q3 		$525K Sell
16,778
-840
-5% -$26.5K 0.02% 220
2025
Q2 		$546K Hold
17,618
– – 0.02% 209
2025
Q1 		$601K Sell
17,618
-1,600
-8% -$53.3K 0.02% 202
2024
Q4 		$603K Hold
19,218
– – 0.02% 206
2024
Q3 		$559K Sell
19,218
-2,000
-9% -$58.4K 0.02% 215
2024
Q2 		$615K Hold
21,218
– – 0.02% 201
2024
Q1 		$619K Hold
21,218
– – 0.02% 202
2023
Q4 		$559K Sell
21,218
-4,400
-17% -$117K 0.02% 207
2023
Q3 		$701K Hold
25,618
– – 0.03% 191
2023
Q2 		$675K Sell
25,618
-280
-1% -$7.32K 0.03% 196
2023
Q1 		$671K Hold
25,898
– – 0.03% 190
2022
Q4 		$625K Sell
25,898
-37,264
-59% -$917K 0.03% 195
2022
Q3 		$1.5M Sell
63,162
-200
-0.3% -$5.16K 0.07% 147
2022
Q2 		$1.54M Sell
63,362
-200
-0.3% -$5.26K 0.07% 148
2022
Q1 		$1.64M Hold
63,562
– – 0.06% 151
2021
Q4 		$1.4M Hold
63,562
– – 0.05% 163
2021
Q3 		$1.45M Buy
63,562
+328
+0.5% +$7.45K 0.05% 161
2021
Q2 		$1.41M Hold
63,234
– – 0.05% 156
2021
Q1 		$1.39M Hold
63,234
– – 0.06% 155
2020
Q4 		$1.24M Sell
63,234
-1,920
-3% -$35.7K 0.05% 160
2020
Q3 		$1.03M Hold
65,154
– – 0.05% 161
2020
Q2 		$1.18M Buy
65,154
+190
+0.3% +$3.4K 0.06% 160
2020
Q1 		$929K Sell
64,964
-879
-1% -$20.4K 0.06% 161
2019
Q4 		$1.85M Hold
65,843
– – 0.09% 137
2019
Q3 		$1.88M Buy
65,843
+1,000
+2% +$29.1K 0.1% 133
2019
Q2 		$1.87M Buy
64,843
+4,900
+8% +$141K 0.1% 132
2019
Q1 		$1.74M Sell
59,943
-2
-0% -$56 0.09% 133
2018
Q4 		$1.47M Buy
59,945
+9,076
+18% +$243K 0.09% 134
2018
Q3 		$1.46M Buy
50,869
+1,061
+2% +$30.7K 0.08% 140
2018
Q2 		$1.38M Buy
49,808
+319
+0.6% +$8.72K 0.08% 143
2018
Q1 		$1.21M Buy
49,489
+310
+0.6% +$8.26K 0.07% 147
2017
Q4 		$1.3M Buy
49,179
+322
+0.7% +$8.15K 0.07% 146
2017
Q3 		$1.27M Buy
48,857
+298
+0.6% +$7.88K 0.08% 137
2017
Q2 		$1.31M Buy
48,559
+287
+0.6% +$7.78K 0.08% 138
2017
Q1 		$1.33M Buy
48,272
+261
+0.5% +$7.29K 0.09% 135
2016
Q4 		$1.3M Sell
48,011
-4
-0% -$104 0.09% 132
2016
Q3 		$1.33M Buy
+48,015
New +$1.33M 0.09% 132
2016
Q2 		– Sell
-13,470
Closed -$332K – 264
2016
Q1 		$332K Buy
13,470
+150
+1% +$3.49K 0.02% 220
2015
Q4 		$341K Sell
13,320
-1,932
-13% -$50.2K 0.02% 218
2015
Q3 		$380K Sell
15,252
-396
-3% -$11K 0.03% 206
2015
Q2 		$468K Sell
15,648
-1,012
-6% -$33.1K 0.03% 193
2015
Q1 		$549K Hold
16,660
– – 0.04% 179
2014
Q4 		$602K Hold
16,660
– – 0.04% 177
2014
Q3 		$671K Buy
16,660
+1,000
+6% +$39.2K 0.05% 159
2014
Q2 		$613K Hold
15,660
– – 0.04% 173
2014
Q1 		$543K Buy
15,660
+712
+5% +$23.6K 0.04% 176
2013
Q4 		$496K Hold
14,948
– – 0.04% 169
2013
Q3 		$456K Buy
14,948
+1,600
+12% +$48.9K 0.04% 169
2013
Q2 		$415K Buy
+13,348
New +$404K 0.03% 170

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 $32.9B AUM 23.66% 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

Clifford Swan Investment Counsel's EPD Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Enterprise Products Partners (EPD) stake by 5.2% in Q2 2026, buying an estimated $32.3K and bringing the position to 17,354 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #203.

Clifford Swan Investment Counsel first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.88M in Q3 2019. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Clifford Swan Investment Counsel held 17,354 shares of Enterprise Products Partners worth $638K as of Q2 2026.
  • Clifford Swan Investment Counsel bought 856 Enterprise Products Partners shares in Q2 2026, an estimated $32.3K.
  • Enterprise Products Partners made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #203 holding.
  • Clifford Swan Investment Counsel first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • Clifford Swan Investment Counsel's Enterprise Products Partners position peaked at $1.88M in Q3 2019.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.