Fortis Group Advisors’s Enterprise Products Partners EPD Stock Holding History

Fortis Group Advisors’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	$5.51K	Hold	150	–	–	﹤0.01%	437
2026 Q1	$5.68K	Hold	150	–	–	﹤0.01%	431
2025 Q4	$4.81K	Hold	150	–	–	﹤0.01%	436
2025 Q3	$4.69K	Hold	150	–	–	﹤0.01%	396
2025 Q2	$4.65K	Hold	150	–	–	﹤0.01%	393
2025 Q1	$5.12K	Hold	150	–	–	﹤0.01%	352
2024 Q4	$4.7K	Buy	+150	New	+$4.61K	﹤0.01%	368

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 Group Advisors's EPD Position: Q2 2026 in Review

Fortis Group Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 150 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Fortis Group Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.68K in Q1 2026. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Fortis Group Advisors held 150 shares of Enterprise Products Partners worth $5.51K as of Q2 2026.
Fortis Group Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #437 holding.
Fortis Group Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Fortis Group Advisors's Enterprise Products Partners position peaked at $5.68K in Q1 2026.
1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.