Envestnet Asset Management
EPD icon

Envestnet Asset Management’s Enterprise Products Partners EPD Stock Holding History

Envestnet Asset 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 		$24.4M Buy
662,552
+16,760
+3% +$632K 0.01% 1306
2026
Q1 		$24.4M Buy
645,792
+38,451
+6% +$1.36M 0.01% 1215
2025
Q4 		$19.5M Buy
607,341
+67,946
+13% +$2.15M 0.01% 1229
2025
Q3 		$16.9M Sell
539,395
-74,698
-12% -$2.36M ﹤0.01% 1395
2025
Q2 		$19M Buy
614,093
+26,480
+5% +$825K 0.01% 1293
2025
Q1 		$20.1M Sell
587,613
-24,289
-4% -$809K 0.01% 1190
2024
Q4 		$19.2M Sell
611,902
-381,364
-38% -$11.7M 0.01% 1226
2024
Q3 		$28.9M Sell
993,266
-19,644
-2% -$574K 0.01% 976
2024
Q2 		$29.4M Sell
1,012,910
-76,752
-7% -$2.2M 0.01% 912
2024
Q1 		$31.8M Buy
1,089,662
+111,643
+11% +$3.07M 0.01% 856
2023
Q4 		$25.8M Buy
978,019
+60,196
+7% +$1.6M 0.01% 903
2023
Q3 		$25.1M Buy
917,823
+109,506
+14% +$2.93M 0.01% 852
2023
Q2 		$21.3M Sell
808,317
-66,883
-8% -$1.75M 0.01% 895
2023
Q1 		$22.7M Sell
875,200
-88,148
-9% -$2.26M 0.01% 818
2022
Q4 		$23.2M Sell
963,348
-27,224
-3% -$670K 0.01% 783
2022
Q3 		$23.6M Buy
990,572
+12,122
+1% +$313K 0.01% 695
2022
Q2 		$23.8M Buy
978,450
+11,136
+1% +$293K 0.01% 697
2022
Q1 		$25M Buy
967,314
+79,697
+9% +$1.93M 0.01% 751
2021
Q4 		$19.5M Buy
887,617
+127,516
+17% +$2.86M 0.01% 856
2021
Q3 		$16.4M Buy
760,101
+23,280
+3% +$529K 0.01% 889
2021
Q2 		$17.8M Buy
736,821
+77,371
+12% +$1.83M 0.01% 830
2021
Q1 		$14.5M Buy
659,450
+98,704
+18% +$2.17M 0.01% 852
2020
Q4 		$11M Buy
560,746
+205,967
+58% +$3.83M 0.01% 864
2020
Q3 		$5.6M Sell
354,779
-2,394
-0.7% -$41.9K 0.01% 1109
2020
Q2 		$6.49M Buy
357,173
+50,065
+16% +$895K 0.01% 987
2020
Q1 		$4.39M Sell
307,108
-83,678
-21% -$1.94M 0.01% 1058
2019
Q4 		$11M Sell
390,786
-770
-0.2% -$20.9K 0.01% 766
2019
Q3 		$11.2M Buy
391,556
+19,966
+5% +$581K 0.01% 705
2019
Q2 		$10.7M Buy
371,590
+62,063
+20% +$1.79M 0.01% 698
2019
Q1 		$9.01M Buy
309,527
+15,384
+5% +$430K 0.01% 729
2018
Q4 		$7.23M Buy
294,143
+286,012
+3,518% +$7.66M 0.01% 735
2018
Q3 		$234K Sell
8,131
-22,732
-74% -$657K ﹤0.01% 1113
2018
Q2 		$854K Buy
30,863
+1,849
+6% +$50.6K ﹤0.01% 1114
2018
Q1 		$726K Sell
29,014
-3,035
-9% -$80.8K ﹤0.01% 1056
2017
Q4 		$850K Sell
32,049
-2,313
-7% -$58.6K ﹤0.01% 1264
2017
Q3 		$896K Sell
34,362
-24,312
-41% -$643K ﹤0.01% 1210
2017
Q2 		$1.59M Sell
58,674
-2,192
-4% -$59.4K ﹤0.01% 1017
2017
Q1 		$1.68M Sell
60,866
-10,509
-15% -$294K 0.01% 1016
2016
Q4 		$1.93M Sell
71,375
-5,375
-7% -$140K 0.01% 938
2016
Q3 		$2.12M Sell
76,750
-18,056
-19% -$499K 0.01% 939
2016
Q2 		$2.77M Buy
94,806
+13,051
+16% +$350K 0.01% 869
2016
Q1 		$2.01M Buy
81,755
+29,046
+55% +$676K 0.01% 986
2015
Q4 		$1.35M Sell
52,709
-11,069
-17% -$288K 0.01% 1137
2015
Q3 		$1.59M Buy
63,778
+3,276
+5% +$90.9K 0.01% 1052
2015
Q2 		$1.81M Buy
60,502
+10,148
+20% +$332K 0.01% 1102
2015
Q1 		$1.66M Buy
50,354
+40,169
+394% +$1.35M 0.01% 1062
2014
Q4 		$368K Buy
10,185
+5,506
+118% +$204K ﹤0.01% 795
2014
Q3 		$189K Buy
4,679
+333
+8% +$13.1K ﹤0.01% 1116
2014
Q2 		$170K Buy
4,346
+46
+1% +$1.7K ﹤0.01% 1049
2014
Q1 		$149K Buy
4,300
+100
+2% +$3.31K ﹤0.01% 1009
2013
Q4 		$139K Buy
4,200
+386
+10% +$12K ﹤0.01% 916
2013
Q3 		$116K Sell
3,814
-796
-17% -$24.3K ﹤0.01% 937
2013
Q2 		$143K Buy
+4,610
New +$140K ﹤0.01% 873

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Envestnet Asset Management's EPD Position: Q2 2026 in Review

Envestnet Asset Management increased its Enterprise Products Partners (EPD) stake by 2.6% in Q2 2026, buying an estimated $632K and bringing the position to 662,552 shares worth $24.4M. The position accounts for 0.01% of the portfolio, ranked #1306.

Envestnet Asset Management first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.8M in Q1 2024. 867 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Envestnet Asset Management held 662,552 shares of Enterprise Products Partners worth $24.4M as of Q2 2026.
  • Envestnet Asset Management bought 16,760 Enterprise Products Partners shares in Q2 2026, an estimated $632K.
  • Enterprise Products Partners made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1306 holding.
  • Envestnet Asset Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Envestnet Asset Management's Enterprise Products Partners position peaked at $31.8M in Q1 2024.
  • 867 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.