CI
EPD icon

CX Institutional’s Enterprise Products Partners EPD Stock Holding History

CX Institutional’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 		$159K Sell
4,312
-215
-5% -$8.11K ﹤0.01% 781
2026
Q1 		$171K Sell
4,527
-1,198
-21% -$42.4K 0.01% 758
2025
Q4 		$184K Buy
5,725
+3,819
+200% +$121K 0.01% 737
2025
Q3 		$60K Buy
1,906
+277
+17% +$8.74K ﹤0.01% 909
2025
Q2 		$51K Hold
1,629
– – ﹤0.01% 852
2025
Q1 		$56K Buy
+1,629
New +$54.3K ﹤0.01% 820
2022
Q3 		– Sell
-4,575
Closed -$111K – 667
2022
Q2 		$111K Buy
+4,575
New +$120K 0.01% 539
2021
Q4 		– Sell
-475
Closed -$10K – 505
2021
Q3 		$10K Hold
475
– – ﹤0.01% 831
2021
Q2 		$11K Hold
475
– – ﹤0.01% 824
2021
Q1 		$10K Sell
475
-175
-27% -$3.85K ﹤0.01% 762
2020
Q4 		$13K Sell
650
-7,663
-92% -$143K ﹤0.01% 690
2020
Q3 		$131K Buy
8,313
+6,838
+464% +$120K 0.01% 288
2020
Q2 		$27K Sell
1,475
-905
-38% -$16.2K ﹤0.01% 398
2020
Q1 		$34K Buy
2,380
+475
+25% +$11K 0.01% 336
2019
Q4 		$54K Sell
1,905
-575
-23% -$15.6K 0.01% 276
2019
Q3 		$71K Hold
2,480
– – 0.01% 272
2019
Q2 		$72K Sell
2,480
-425
-15% -$12.2K 0.01% 299
2019
Q1 		$85K Hold
2,905
– – 0.02% 287
2018
Q4 		$71K Hold
2,905
– – 0.02% 235
2018
Q3 		$83K Sell
2,905
-1,200
-29% -$34.7K 0.03% 158
2018
Q2 		$114K Buy
+4,105
New +$112K 0.04% 125

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

CX Institutional's EPD Position: Q2 2026 in Review

CX Institutional reduced its Enterprise Products Partners (EPD) stake by 4.7% in Q2 2026, selling an estimated $8.11K and leaving 4,312 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

CX Institutional first reported a position in EPD in Q2 2018 and has held it in 21 quarters since. The position peaked at $184K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • CX Institutional held 4,312 shares of Enterprise Products Partners worth $159K as of Q2 2026.
  • CX Institutional sold 215 Enterprise Products Partners shares in Q2 2026, an estimated $8.11K.
  • Enterprise Products Partners made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #781 holding.
  • CX Institutional first reported a position in Enterprise Products Partners in Q2 2018 and has held it in 21 quarters since.
  • CX Institutional's Enterprise Products Partners position peaked at $184K in Q4 2025.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.