CWS Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

CWS Financial 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	$201K	Buy	5,460 +77	+1%	+$2.9K	0.04%	170
2026 Q1	$204K	Buy	+5,383	New	+$191K	0.05%	154
2025 Q4	–	Sell	-7,655	Closed	-$239K	–	151
2025 Q3	$239K	Sell	7,655 -1,163	-13%	-$36.7K	0.07%	127
2025 Q2	$273K	Buy	8,818 +268	+3%	+$8.35K	0.08%	114
2025 Q1	$292K	Buy	+8,550	New	+$285K	0.09%	103
2020 Q2	–	Sell	-8,706	Closed	-$245K	–	124
2020 Q1	$245K	Hold	8,706	–	–	0.18%	105
2019 Q4	$245K	Buy	+8,706	New	+$236K	0.18%	106

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

CWS Financial Advisors's EPD Position: Q2 2026 in Review

CWS Financial Advisors increased its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, buying an estimated $2.9K and bringing the position to 5,460 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #170.

CWS Financial Advisors first reported a position in EPD in Q4 2019 and has held it in 7 quarters since. The position peaked at $292K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

CWS Financial Advisors held 5,460 shares of Enterprise Products Partners worth $201K as of Q2 2026.
CWS Financial Advisors bought 77 Enterprise Products Partners shares in Q2 2026, an estimated $2.9K.
Enterprise Products Partners made up 0.04% of CWS Financial Advisors's portfolio in Q2 2026, its #170 holding.
CWS Financial Advisors first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 7 quarters since.
CWS Financial Advisors's Enterprise Products Partners position peaked at $292K in Q1 2025.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.