Indie Asset Partners’s Enterprise Products Partners EPD Stock Holding History

Indie Asset Partners’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
2025 Q2	–	Sell	-9,859	Closed	-$337K	–	79
2025 Q1	$337K	Buy	9,859 +1,667	+20%	+$55.5K	0.29%	55
2024 Q4	$257K	Buy	8,192 +330	+4%	+$10.1K	0.2%	88
2024 Q3	$229K	Buy	+7,862	New	+$230K	0.17%	104
2021 Q2	–	Sell	-18,896	Closed	-$416K	–	130
2021 Q1	$416K	Sell	18,896 -700	-4%	-$15.4K	0.47%	62
2020 Q4	$384K	Sell	19,596 -1,100	-5%	-$20.5K	0.45%	58
2020 Q3	$327K	Hold	20,696	–	–	0.41%	62
2020 Q2	$379K	Sell	20,696 -950	-4%	-$17K	0.48%	56
2020 Q1	$310K	Buy	21,646 +3,650	+20%	+$84.8K	0.39%	51
2019 Q4	$507K	Buy	+17,996	New	+$488K	0.54%	42

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Indie Asset Partners's EPD Position: Q2 2025 in Review

Indie Asset Partners sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 9,859 shares — an estimated $337K sold.

Indie Asset Partners first reported a position in EPD in Q4 2019 and held it in 9 quarters. The position peaked at $507K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Indie Asset Partners reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 9,859 Enterprise Products Partners shares in Q2 2025, an estimated $337K.
Indie Asset Partners first reported a position in Enterprise Products Partners in Q4 2019 and held it in 9 quarters.
Indie Asset Partners's Enterprise Products Partners position peaked at $507K in Q4 2019.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.