Creative Planning
EPD icon

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
2022
Q4 		– Sell
-100
Closed -$1K – 2519
2022
Q3 		$1K Buy
+100
New +$2.58K ﹤0.01% 2301
2016
Q4 		– Sell
-2,000
Closed -$3K – 4670
2016
Q3 		$3K Hold
2,000
– – ﹤0.01% 4088
2016
Q2 		$3K Buy
+2,000
New +$53.7K ﹤0.01% 3868

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

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.