Henrickson Nauta Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Henrickson Nauta Wealth Advisors’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	$276K	Hold	7,513	–	–	0.07%	95
2026 Q1	$284K	Sell	7,513 -7,513	-50%	-$266K	0.08%	80
2025 Q4	$477K	Buy	15,026 +7,513	+100%	+$238K	0.07%	77
2025 Q3	$235K	Hold	7,513	–	–	0.07%	84
2025 Q2	$233K	Sell	7,513 -168	-2%	-$5.23K	0.08%	77
2025 Q1	$222K	Buy	7,681 +168	+2%	+$5.59K	0.09%	70
2024 Q4	$236K	Hold	7,513	–	–	0.1%	74
2024 Q3	$219K	Hold	7,513	–	–	0.09%	75
2024 Q2	$218K	Hold	7,513	–	–	0.09%	69
2024 Q1	$219K	Buy	+7,513	New	+$206K	0.1%	65
2023 Q4	–	Sell	-7,513	Closed	-$206K	–	74
2023 Q3	$206K	Sell	7,513 -1,505	-17%	-$40.3K	0.13%	56
2023 Q2	$238K	Hold	9,018	–	–	0.16%	53
2023 Q1	$234K	Hold	9,018	–	–	0.17%	50
2022 Q4	$218K	Hold	9,018	–	–	0.17%	49
2022 Q3	$214K	Buy	+9,018	New	+$233K	0.2%	41

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

Henrickson Nauta Wealth Advisors's EPD Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,513 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #95.

Henrickson Nauta Wealth Advisors first reported a position in EPD in Q3 2022 and has held it in 15 quarters since. The position peaked at $477K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Henrickson Nauta Wealth Advisors held 7,513 shares of Enterprise Products Partners worth $276K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Henrickson Nauta Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 15 quarters since.
Henrickson Nauta Wealth Advisors's Enterprise Products Partners position peaked at $477K in Q4 2025.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.