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Harbor Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Harbor Investment Advisory’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 		$547K Hold
14,884
– – 0.04% 286
2026
Q1 		$563K Sell
14,884
-1,715
-10% -$60.7K 0.04% 267
2025
Q4 		$532K Sell
16,599
-22
-0.1% -$696 0.04% 274
2025
Q3 		$520K Buy
16,621
+458
+3% +$14.4K 0.04% 271
2025
Q2 		$501K Buy
16,163
+1,403
+10% +$43.7K 0.04% 265
2025
Q1 		$504K Buy
14,760
+180
+1% +$6K 0.05% 251
2024
Q4 		$457K Buy
14,580
+75
+0.5% +$2.3K 0.04% 248
2024
Q3 		$422K Hold
14,505
– – 0.04% 249
2024
Q2 		$420K Hold
14,505
– – 0.04% 251
2024
Q1 		$423K Buy
14,505
+200
+1% +$5.49K 0.04% 245
2023
Q4 		$377K Hold
14,305
– – 0.04% 245
2023
Q3 		$392K Hold
14,305
– – 0.05% 232
2023
Q2 		$377K Hold
14,305
– – 0.05% 255
2023
Q1 		$371K Hold
14,305
– – 0.06% 256
2022
Q4 		$345K Sell
14,305
-14,275
-50% -$351K 0.05% 258
2022
Q3 		$680K Buy
28,580
+11,595
+68% +$299K 0.11% 161
2022
Q2 		$414K Sell
16,985
-150
-0.9% -$3.95K 0.07% 222
2022
Q1 		$442K Hold
17,135
– – 0.06% 237
2021
Q4 		$376K Hold
17,135
– – 0.05% 257
2021
Q3 		$371K Hold
17,135
– – 0.05% 268
2021
Q2 		$413K Buy
17,135
+621
+4% +$14.7K 0.06% 251
2021
Q1 		$364K Buy
16,514
+4,079
+33% +$89.7K 0.05% 248
2020
Q4 		$244K Sell
12,435
-5,425
-30% -$101K 0.04% 274
2020
Q3 		$282K Buy
17,860
+5,810
+48% +$102K 0.05% 227
2020
Q2 		$219K Buy
12,050
+2,169
+22% +$38.8K 0.05% 251
2020
Q1 		$141K Sell
9,881
-6,523
-40% -$152K 0.04% 271
2019
Q4 		$462K Buy
+16,404
New +$445K 0.11% 157

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Harbor Investment Advisory's EPD Position: Q2 2026 in Review

Harbor Investment Advisory held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 14,884 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #286.

Harbor Investment Advisory first reported a position in EPD in Q4 2019 and has held it in 27 quarters since. The position peaked at $680K in Q3 2022. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Harbor Investment Advisory held 14,884 shares of Enterprise Products Partners worth $547K as of Q2 2026.
  • Harbor Investment Advisory left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #286 holding.
  • Harbor Investment Advisory first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Enterprise Products Partners position peaked at $680K in Q3 2022.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.