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

Formidable 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	$533K	Buy	14,093 +51	+0.4%	+$1.92K	0.08%	221
2026 Q1	$450K	Buy	14,042 +47	+0.3%	+$1.66K	0.07%	247
2025 Q4	$438K	Sell	13,995 -672	-5%	-$21.2K	0.06%	265
2025 Q3	$455K	Buy	14,667 +584	+4%	+$18.4K	0.07%	258
2025 Q2	$481K	Hold	14,083	–	–	0.08%	237
2025 Q1	$481K	Sell	14,083 -324	-2%	-$10.8K	0.08%	234
2024 Q4	$452K	Sell	14,407 -197	-1%	-$6.05K	0.07%	246
2024 Q3	$425K	Sell	14,604 -19	-0.1%	-$555	0.07%	246
2024 Q2	$424K	Buy	14,623 +3,075	+27%	+$88.2K	0.07%	258
2024 Q1	$337K	Buy	+11,548	New	+$317K	0.05%	271
2015 Q4	–	Sell	-1,736	Closed	-$43K	–	582
2015 Q3	$43K	Buy	+1,736	New	+$48.2K	0.03%	241

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

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

Formidable Asset Management increased its Enterprise Products Partners (EPD) stake by 0.36% in Q2 2026, buying an estimated $1.92K and bringing the position to 14,093 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #221.

Formidable Asset Management first reported a position in EPD in Q3 2015 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Formidable Asset Management held 14,093 shares of Enterprise Products Partners worth $533K as of Q2 2026.
Formidable Asset Management bought 51 Enterprise Products Partners shares in Q2 2026, an estimated $1.92K.
Enterprise Products Partners made up 0.08% of Formidable Asset Management's portfolio in Q2 2026, its #221 holding.
Formidable Asset Management first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 11 quarters since.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.