Eaton Financial Holdings’s Enterprise Products Partners EPD Stock Holding History

Eaton Financial Holdings’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	$1.34M	Sell	36,535 -1,823	-5%	-$68.8K	0.37%	55
2026 Q1	$1.45M	Buy	38,358 +581	+2%	+$20.6K	0.48%	47
2025 Q4	$1.21M	Buy	37,777 +636	+2%	+$20.1K	0.33%	57
2025 Q3	$1.16M	Sell	37,141 -2,060	-5%	-$65K	0.33%	58
2025 Q2	$1.22M	Buy	39,201 +1,359	+4%	+$42.3K	0.37%	46
2025 Q1	$1.29M	Buy	37,842 +602	+2%	+$20K	0.54%	35
2024 Q4	$1.17M	Buy	37,240 +617	+2%	+$19K	0.45%	37
2024 Q3	$1.07M	Buy	+36,623	New	+$1.07M	0.43%	36
2024 Q1	$1.03M	Buy	35,401 +663	+2%	+$18.2K	0.54%	34
2023 Q4	$915K	Buy	34,738 +420	+1%	+$11.2K	0.22%	95
2023 Q3	$939K	Sell	34,318 -2	-0%	-$53	0.25%	86
2023 Q2	$904K	Buy	34,320 +631	+2%	+$16.5K	0.68%	25
2023 Q1	$873K	Buy	33,689 +604	+2%	+$15.5K	0.68%	24
2022 Q4	$798K	Buy	+33,085	New	+$814K	0.68%	27

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

Eaton Financial Holdings's EPD Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Enterprise Products Partners (EPD) stake by 4.8% in Q2 2026, selling an estimated $68.8K and leaving 36,535 shares worth $1.34M. The position accounts for 0.37% of the portfolio, ranked #55.

Eaton Financial Holdings first reported a position in EPD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Eaton Financial Holdings held 36,535 shares of Enterprise Products Partners worth $1.34M as of Q2 2026.
Eaton Financial Holdings sold 1,823 Enterprise Products Partners shares in Q2 2026, an estimated $68.8K.
Enterprise Products Partners made up 0.37% of Eaton Financial Holdings's portfolio in Q2 2026, its #55 holding.
Eaton Financial Holdings first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's Enterprise Products Partners position peaked at $1.45M in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.