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Confluence Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Confluence Wealth Services’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 		$772K Buy
21,002
+15,683
+295% +$592K 0.02% 271
2026
Q1 		$201K Buy
+5,319
New +$188K 0.01% 360
2022
Q1 		– Sell
-4,497
Closed -$98K – 500
2021
Q4 		$98K Buy
+4,497
New +$101K 0.03% 339

Other funds holding EPD

AA
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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

Confluence Wealth Services's EPD Position: Q2 2026 in Review

Confluence Wealth Services increased its Enterprise Products Partners (EPD) stake by 295% in Q2 2026, buying an estimated $592K and bringing the position to 21,002 shares worth $772K. The position accounts for 0.02% of the portfolio, ranked #271.

Confluence Wealth Services first reported a position in EPD in Q4 2021 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Confluence Wealth Services held 21,002 shares of Enterprise Products Partners worth $772K as of Q2 2026.
  • Confluence Wealth Services bought 15,683 Enterprise Products Partners shares in Q2 2026, an estimated $592K.
  • Enterprise Products Partners made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #271 holding.
  • Confluence Wealth Services first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 3 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.