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 Q2	$14.3M	Buy	389,960 +2,700	+0.7%	+$102K	5.76%	5
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 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

Fogel Capital Management's EPD Position: Q2 2026 in Review

Fogel Capital Management increased its Enterprise Products Partners (EPD) stake by 0.7% in Q2 2026, buying an estimated $102K and bringing the position to 389,960 shares worth $14.3M. The position accounts for 5.76% of the portfolio, ranked #5.

Fogel Capital Management first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Fogel Capital Management held 389,960 shares of Enterprise Products Partners worth $14.3M as of Q2 2026.
Fogel Capital Management bought 2,700 Enterprise Products Partners shares in Q2 2026, an estimated $102K.
Enterprise Products Partners made up 5.76% of Fogel Capital Management's portfolio in Q2 2026, its #5 holding.
Fogel Capital Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Fogel Capital Management's Enterprise Products Partners position peaked at $14.7M in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.