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Concurrent Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Concurrent Investment 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 		$5.59M Buy
152,072
+2,983
+2% +$113K 0.05% 406
2026
Q1 		$5.64M Buy
149,089
+2,125
+1% +$75.2K 0.06% 335
2025
Q4 		$4.71M Buy
146,964
+2,867
+2% +$90.7K 0.05% 348
2025
Q3 		$4.51M Buy
144,097
+3,466
+2% +$109K 0.08% 266
2025
Q2 		$4.36M Buy
140,631
+3,575
+3% +$111K 0.08% 248
2025
Q1 		$4.68M Buy
137,056
+3,402
+3% +$113K 0.11% 199
2024
Q4 		$4.19M Buy
133,654
+16,139
+14% +$496K 0.11% 184
2024
Q3 		$3.42M Buy
117,515
+4,913
+4% +$144K 0.1% 212
2024
Q2 		$3.26M Buy
112,602
+17,570
+18% +$504K 0.11% 198
2024
Q1 		$2.77M Buy
95,032
+1,191
+1% +$32.7K 0.11% 189
2023
Q4 		$2.47M Buy
+93,841
New +$2.5M 0.12% 192

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
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Concurrent Investment Advisors's EPD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Enterprise Products Partners (EPD) stake by 2% in Q2 2026, buying an estimated $113K and bringing the position to 152,072 shares worth $5.59M. The position accounts for 0.05% of the portfolio, ranked #406.

Concurrent Investment Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q1 2026. 714 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Concurrent Investment Advisors held 152,072 shares of Enterprise Products Partners worth $5.59M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,983 Enterprise Products Partners shares in Q2 2026, an estimated $113K.
  • Enterprise Products Partners made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #406 holding.
  • Concurrent Investment Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Enterprise Products Partners position peaked at $5.64M in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.