Creative Planning’s Enterprise Products Partners EPD Stock Holding History

Creative Planning’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	$10.7K	Buy	+50,000	New	+$1.89M	﹤0.01%	4221
2021 Q2	–	Sell	-10,000	Closed	-$23K	–	2223
2021 Q1	$23K	Buy	10,000 +9,000	+900%	+$198K	﹤0.01%	2425
2020 Q4	$7K	Hold	1,000	–	–	﹤0.01%	2245
2020 Q3	$3K	Hold	1,000	–	–	﹤0.01%	2067
2020 Q2	$5K	Hold	1,000	–	–	﹤0.01%	1910
2020 Q1	$3K	Buy	+1,000	New	+$23.2K	﹤0.01%	1809
2018 Q4	–	Sell	-10,500	Closed	-$60K	–	1991
2018 Q3	$60K	Buy	+10,500	New	+$303K	﹤0.01%	1855

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Creative Planning's EPD Position: Q2 2026 in Review

Creative Planning reduced its Enterprise Products Partners (EPD) stake by 7.8% in Q2 2026, selling an estimated $2.82M and leaving 887,520 shares worth $32.6M. The position accounts for 0.02% of the portfolio, ranked #332.

Creative Planning first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $173M in Q4 2017. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Creative Planning held 887,520 shares of Enterprise Products Partners worth $32.6M as of Q2 2026.
Creative Planning sold 74,720 Enterprise Products Partners shares in Q2 2026, an estimated $2.82M.
Enterprise Products Partners made up 0.02% of Creative Planning's portfolio in Q2 2026, its #332 holding.
Creative Planning first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Enterprise Products Partners position peaked at $173M in Q4 2017.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.