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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

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Fulcrum Asset Management's EPD Position: Q1 2026 in Review

Fulcrum Asset Management increased its Enterprise Products Partners (EPD) stake by 0.75% in Q1 2026, buying an estimated $4.46K and bringing the position to 16,859 shares worth $659K. The position accounts for 0.1% of the portfolio, ranked #119.

Fulcrum Asset Management first reported a position in EPD in Q2 2025 and has held it in 4 quarters since. 1,611 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Fulcrum Asset Management held 16,859 shares of Enterprise Products Partners worth $659K as of Q1 2026.
  • Fulcrum Asset Management bought 126 Enterprise Products Partners shares in Q1 2026, an estimated $4.46K.
  • Enterprise Products Partners made up 0.1% of Fulcrum Asset Management's portfolio in Q1 2026, its #119 holding.
  • Fulcrum Asset Management first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 4 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.