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

Fortis 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	$604K	Buy	16,430 +4,452	+37%	+$168K	0.07%	124
2026 Q1	$453K	Buy	11,978 +1,640	+16%	+$58K	0.05%	144
2025 Q4	$331K	Buy	10,338 +2,394	+30%	+$75.7K	0.04%	150
2025 Q3	$248K	Buy	7,944 +131	+2%	+$4.13K	0.03%	155
2025 Q2	$242K	Buy	7,813 +331	+4%	+$10.3K	0.04%	149
2025 Q1	$255K	Buy	+7,482	New	+$249K	0.05%	130

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

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

Fortis Capital Management increased its Enterprise Products Partners (EPD) stake by 37% in Q2 2026, buying an estimated $168K and bringing the position to 16,430 shares worth $604K. The position accounts for 0.07% of the portfolio, ranked #124.

Fortis Capital Management first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Fortis Capital Management held 16,430 shares of Enterprise Products Partners worth $604K as of Q2 2026.
Fortis Capital Management bought 4,452 Enterprise Products Partners shares in Q2 2026, an estimated $168K.
Enterprise Products Partners made up 0.07% of Fortis Capital Management's portfolio in Q2 2026, its #124 holding.
Fortis Capital Management first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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