Dogwood Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Dogwood Wealth Management’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	$21.9K	Hold	595	–	–	0.01%	236
2026 Q1	$22.5K	Sell	595 -21	-3%	-$743	0.01%	225
2025 Q4	$19.8K	Sell	616 -40	-6%	-$1.26K	0.01%	204
2025 Q3	$20.5K	Buy	656 +11	+2%	+$347	0.01%	185
2025 Q2	$20.5K	Buy	645 +10	+2%	+$312	0.01%	169
2025 Q1	$21.7K	Buy	635 +10	+2%	+$333	0.01%	148
2024 Q4	$19.6K	Buy	625 +11	+2%	+$338	0.01%	152
2024 Q3	$17.9K	Buy	614 +11	+2%	+$321	0.01%	146
2024 Q2	$17.5K	Buy	603 +10	+2%	+$287	0.01%	145
2024 Q1	$17.3K	Buy	593 +11	+2%	+$302	0.01%	163
2023 Q4	$15.3K	Buy	+582	New	+$15.5K	0.01%	155

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

Dogwood Wealth Management's EPD Position: Q2 2026 in Review

Dogwood Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 595 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #236.

Dogwood Wealth Management first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.5K in Q1 2026. 1,583 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Dogwood Wealth Management held 595 shares of Enterprise Products Partners worth $21.9K as of Q2 2026.
Dogwood Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #236 holding.
Dogwood Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Enterprise Products Partners position peaked at $22.5K in Q1 2026.
1,583 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.