BFC Planning, Inc.’s Enterprise Products Partners EPD Stock Holding History

BFC Planning, Inc.’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	$3.27M	Sell	89,051 -23,803	-21%	-$898K	0.13%	164
2026 Q1	$4.27M	Buy	112,854 +149	+0.1%	+$5.27K	0.19%	103
2025 Q4	$3.61M	Buy	112,705 +39,075	+53%	+$1.24M	0.16%	133
2025 Q3	$2.3M	Buy	73,630 +7,361	+11%	+$232K	0.17%	109
2025 Q2	$2.06M	Sell	66,269 -602	-0.9%	-$18.8K	0.16%	121
2025 Q1	$2.28M	Buy	66,871 +2	+0%	+$67	0.2%	95
2024 Q4	$2.1M	Buy	+66,869	New	+$2.05M	0.17%	104

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.8B 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

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

BFC Planning, Inc.'s EPD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Enterprise Products Partners (EPD) stake by 21% in Q2 2026, selling an estimated $898K and leaving 89,051 shares worth $3.27M. The position accounts for 0.13% of the portfolio, ranked #164.

BFC Planning, Inc. first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q1 2026. 1,598 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

BFC Planning, Inc. held 89,051 shares of Enterprise Products Partners worth $3.27M as of Q2 2026.
BFC Planning, Inc. sold 23,803 Enterprise Products Partners shares in Q2 2026, an estimated $898K.
Enterprise Products Partners made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #164 holding.
BFC Planning, Inc. first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Enterprise Products Partners position peaked at $4.27M in Q1 2026.
1,598 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.