EFA
EPD icon

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

Evernest 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 		$565K Sell
15,369
-4,631
-23% -$175K 0.12% 110
2026
Q1 		$764K Hold
20,000
– – 0.16% 90
2025
Q4 		$703K Hold
20,000
– – 0.15% 98
2025
Q3 		$625K Hold
20,000
– – 0.18% 105
2025
Q2 		$620K Hold
20,000
– – 0.2% 97
2025
Q1 		$683K Hold
20,000
– – 0.25% 87
2024
Q4 		$627K Buy
+20,000
New +$614K 0.16% 95

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

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

Evernest Financial Advisors reduced its Enterprise Products Partners (EPD) stake by 23% in Q2 2026, selling an estimated $175K and leaving 15,369 shares worth $565K. The position accounts for 0.12% of the portfolio, ranked #110.

Evernest Financial Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Evernest Financial Advisors held 15,369 shares of Enterprise Products Partners worth $565K as of Q2 2026.
  • Evernest Financial Advisors sold 4,631 Enterprise Products Partners shares in Q2 2026, an estimated $175K.
  • Enterprise Products Partners made up 0.12% of Evernest Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Evernest Financial Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's Enterprise Products Partners position peaked at $764K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.