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Fortem Financial Group’s Enterprise Products Partners EPD Stock Holding History

Fortem Financial Group’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 		$783K Sell
21,313
-784
-4% -$29.6K 0.16% 101
2026
Q1 		$836K Buy
22,097
+3,150
+17% +$111K 0.21% 92
2025
Q4 		$607K Sell
18,947
-1,755
-8% -$55.5K 0.16% 108
2025
Q3 		$647K Sell
20,702
-4,609
-18% -$145K 0.19% 99
2025
Q2 		$785K Sell
25,311
-2,482
-9% -$77.3K 0.25% 87
2025
Q1 		$949K Sell
27,793
-1,319
-5% -$43.9K 0.37% 76
2024
Q4 		$913K Buy
29,112
+2,124
+8% +$65.2K 0.35% 80
2024
Q3 		$786K Buy
26,988
+5,419
+25% +$158K 0.32% 91
2024
Q2 		$625K Buy
21,569
+152
+0.7% +$4.36K 0.27% 99
2024
Q1 		$625K Buy
21,417
+2,494
+13% +$68.5K 0.27% 100
2023
Q4 		$499K Sell
18,923
-945
-5% -$25.2K 0.25% 105
2023
Q3 		$544K Sell
19,868
-2,720
-12% -$72.8K 0.32% 96
2023
Q2 		$595K Sell
22,588
-3,644
-14% -$95.2K 0.35% 89
2023
Q1 		$679K Sell
26,232
-1,500
-5% -$38.5K 0.44% 80
2022
Q4 		$669K Sell
27,732
-54
-0.2% -$1.33K 0.39% 80
2022
Q3 		$661K Buy
27,786
+685
+3% +$17.7K 0.46% 72
2022
Q2 		$660K Buy
+27,101
New +$713K 0.43% 79
2021
Q1 		– Sell
-400
Closed -$8K – 246
2020
Q4 		$8K Buy
+400
New +$7.45K ﹤0.01% 366

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

Fortem Financial Group's EPD Position: Q2 2026 in Review

Fortem Financial Group reduced its Enterprise Products Partners (EPD) stake by 3.5% in Q2 2026, selling an estimated $29.6K and leaving 21,313 shares worth $783K. The position accounts for 0.16% of the portfolio, ranked #101.

Fortem Financial Group first reported a position in EPD in Q4 2020 and has held it in 18 quarters since. The position peaked at $949K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Fortem Financial Group held 21,313 shares of Enterprise Products Partners worth $783K as of Q2 2026.
  • Fortem Financial Group sold 784 Enterprise Products Partners shares in Q2 2026, an estimated $29.6K.
  • Enterprise Products Partners made up 0.16% of Fortem Financial Group's portfolio in Q2 2026, its #101 holding.
  • Fortem Financial Group first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 18 quarters since.
  • Fortem Financial Group's Enterprise Products Partners position peaked at $949K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.