Custom Index Systems’s Enterprise Products Partners EPD Stock Holding History

Custom Index Systems’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	$27.6K	Buy	+750	New	+$28.3K	0.01%	446
2025 Q3	–	Sell	-31,994	Closed	-$992K	–	269
2025 Q2	$992K	Sell	31,994 -1,728	-5%	-$53.8K	0.47%	57
2025 Q1	$1.15M	Sell	33,722 -4,655	-12%	-$155K	0.58%	39
2024 Q4	$1.2M	Sell	38,377 -1,486	-4%	-$45.6K	0.65%	38
2024 Q3	$1.16M	Sell	39,863 -9,975	-20%	-$291K	0.63%	39
2024 Q2	$1.44M	Sell	49,838 -3,814	-7%	-$109K	0.83%	32
2024 Q1	$1.57M	Buy	+53,652	New	+$1.47M	0.89%	29

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

Custom Index Systems's EPD Position: Q2 2026 in Review

Custom Index Systems opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 750 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in EPD as recently as Q2 2025.

Custom Index Systems first reported a position in EPD in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2024. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Custom Index Systems held 750 shares of Enterprise Products Partners worth $27.6K as of Q2 2026.
Enterprise Products Partners was a new Custom Index Systems position in Q2 2026.
Enterprise Products Partners made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #446 holding.
Custom Index Systems first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 7 quarters since.
Custom Index Systems's Enterprise Products Partners position peaked at $1.57M in Q1 2024.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.