GWN Securities’s Enterprise Products Partners EPD Stock Holding History

GWN Securities’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	$322K	Buy	8,770 +1,859	+27%	+$70.1K	0.05%	390
2026 Q1	$262K	Buy	6,911 +97	+1%	+$3.43K	0.05%	395
2025 Q4	$218K	Buy	6,814 +222	+3%	+$7.02K	0.04%	406
2025 Q3	$206K	Sell	6,592 -340	-5%	-$10.7K	0.05%	364
2025 Q2	$215K	Sell	6,932 -63,007	-90%	-$1.96M	0.04%	359
2025 Q1	$2.24M	Buy	69,939 +54,272	+346%	+$1.81M	0.13%	187
2024 Q4	$526K	Buy	+15,667	New	+$481K	0.14%	151

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

GWN Securities's EPD Position: Q2 2026 in Review

GWN Securities increased its Enterprise Products Partners (EPD) stake by 27% in Q2 2026, buying an estimated $70.1K and bringing the position to 8,770 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #390.

GWN Securities first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q1 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

GWN Securities held 8,770 shares of Enterprise Products Partners worth $322K as of Q2 2026.
GWN Securities bought 1,859 Enterprise Products Partners shares in Q2 2026, an estimated $70.1K.
Enterprise Products Partners made up 0.05% of GWN Securities's portfolio in Q2 2026, its #390 holding.
GWN Securities first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
GWN Securities's Enterprise Products Partners position peaked at $2.24M in Q1 2025.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.