Fogel Capital Management’s Enterprise Products Partners EPD Stock Holding History

Fogel Capital 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 Q1	$14.7M	Buy	387,260 +10,820	+3%	+$383K	6.7%	4
2025 Q4	$12.1M	Buy	376,440 +14,700	+4%	+$465K	5.56%	6
2025 Q3	$11.3M	Buy	361,740 +6,400	+2%	+$202K	5.23%	7
2025 Q2	$11M	Buy	355,340 +6,420	+2%	+$200K	5.88%	5
2025 Q1	$11.9M	Sell	348,920 -900	-0.3%	-$30K	6.41%	6
2024 Q4	$11M	Buy	349,820 +28,000	+9%	+$860K	5.51%	7
2024 Q3	$9.37M	Sell	321,820 -9,350	-3%	-$273K	4.83%	7
2024 Q2	$9.6M	Sell	331,170 -4,180	-1%	-$120K	5.11%	7
2024 Q1	$9.42M	Buy	335,350 +710	+0.2%	+$19.5K	5.54%	6
2023 Q4	$8.78M	Buy	+334,640	New	+$8.92M	6.71%	4

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fogel Capital Management's EPD Position: Q1 2026 in Review

Fogel Capital Management increased its Enterprise Products Partners (EPD) stake by 2.9% in Q1 2026, buying an estimated $383K and bringing the position to 387,260 shares worth $14.7M. The position accounts for 6.7% of the portfolio, ranked #4.

Fogel Capital Management first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Fogel Capital Management held 387,260 shares of Enterprise Products Partners worth $14.7M as of Q1 2026.
Fogel Capital Management bought 10,820 Enterprise Products Partners shares in Q1 2026, an estimated $383K.
Enterprise Products Partners made up 6.7% of Fogel Capital Management's portfolio in Q1 2026, its #4 holding.
Fogel Capital Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.