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

Fulcrum 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
2025
Q2 		– Sell
-13,514
Closed -$306K – 258
2025
Q1 		$306K Buy
+13,514
New +$450K 0.06% 173

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Blackstone Inc
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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

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

Fulcrum Asset Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 16,859 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #257.

Fulcrum Asset Management first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $659K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Fulcrum Asset Management held 16,859 shares of Enterprise Products Partners worth $618K as of Q2 2026.
  • Fulcrum Asset Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.06% of Fulcrum Asset Management's portfolio in Q2 2026, its #257 holding.
  • Fulcrum Asset Management first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Enterprise Products Partners position peaked at $659K in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.