Fulcrum Capital’s Enterprise Products Partners EPD Stock Holding History

Fulcrum Capital’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	$328K	Sell	8,911 -2,792	-24%	-$105K	0.07%	82
2026 Q1	$443K	Hold	11,703	–	–	0.1%	66
2025 Q4	$375K	Hold	11,703	–	–	0.08%	76
2025 Q3	$366K	Hold	11,703	–	–	0.08%	75
2025 Q2	$363K	Hold	11,703	–	–	0.08%	75
2025 Q1	$400K	Hold	11,703	–	–	0.09%	70
2024 Q4	$367K	Hold	11,703	–	–	0.08%	86
2024 Q3	$341K	Hold	11,703	–	–	0.07%	86
2024 Q2	$339K	Hold	11,703	–	–	0.08%	82
2024 Q1	$341K	Hold	11,703	–	–	0.08%	82
2023 Q4	$308K	Hold	11,703	–	–	0.08%	89
2023 Q3	$320K	Hold	11,703	–	–	0.09%	81
2023 Q2	$308K	Hold	11,703	–	–	0.08%	88
2023 Q1	$303K	Buy	+11,703	New	+$301K	0.08%	90

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

Fulcrum Capital's EPD Position: Q2 2026 in Review

Fulcrum Capital reduced its Enterprise Products Partners (EPD) stake by 24% in Q2 2026, selling an estimated $105K and leaving 8,911 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #82.

Fulcrum Capital first reported a position in EPD in Q1 2023 and has held it in 14 quarters since. The position peaked at $443K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Fulcrum Capital held 8,911 shares of Enterprise Products Partners worth $328K as of Q2 2026.
Fulcrum Capital sold 2,792 Enterprise Products Partners shares in Q2 2026, an estimated $105K.
Enterprise Products Partners made up 0.07% of Fulcrum Capital's portfolio in Q2 2026, its #82 holding.
Fulcrum Capital first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 14 quarters since.
Fulcrum Capital's Enterprise Products Partners position peaked at $443K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.