Investors Asset Management of Georgia’s Enterprise Products Partners EPD Stock Holding History

Investors Asset Management of Georgia’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	$562K	Buy	15,285 +578	+4%	+$21.8K	0.2%	110
2026 Q1	$556K	Buy	14,707 +83	+0.6%	+$2.94K	0.23%	108
2025 Q4	$469K	Buy	14,624 +6,168	+73%	+$195K	0.19%	112
2025 Q3	$264K	Buy	+8,456	New	+$267K	0.11%	149
2023 Q1	–	Sell	-11,954	Closed	-$288K	–	173
2022 Q4	$288K	Buy	11,954 +16	+0.1%	+$394	0.15%	136
2022 Q3	$284K	Buy	11,938 +863	+8%	+$22.3K	0.15%	131
2022 Q2	$270K	Buy	11,075 +475	+4%	+$12.5K	0.14%	133
2022 Q1	$274K	Hold	10,600	–	–	0.14%	144
2021 Q4	$233K	Hold	10,600	–	–	0.11%	156
2021 Q3	$229K	Hold	10,600	–	–	0.12%	151
2021 Q2	$256K	Hold	10,600	–	–	0.14%	142
2021 Q1	$233K	Hold	10,600	–	–	0.14%	140
2020 Q4	$208K	Hold	10,600	–	–	0.14%	130
2020 Q3	$167K	Hold	10,600	–	–	0.11%	135
2020 Q2	$193K	Hold	10,600	–	–	0.13%	131
2020 Q1	$152K	Hold	10,600	–	–	0.12%	128
2019 Q4	$298K	Sell	10,600 -2,000	-16%	-$54.2K	0.18%	122
2019 Q3	$360K	Hold	12,600	–	–	0.23%	100
2019 Q2	$364K	Hold	12,600	–	–	0.25%	95
2019 Q1	$367K	Hold	12,600	–	–	0.26%	90
2018 Q4	$310K	Hold	12,600	–	–	0.25%	100
2018 Q3	$362K	Buy	12,600 +3,300	+35%	+$95.4K	0.25%	103
2018 Q2	$257K	Hold	9,300	–	–	0.19%	122
2018 Q1	$228K	Hold	9,300	–	–	0.17%	127
2017 Q4	$247K	Buy	+9,300	New	+$235K	0.18%	123

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

Investors Asset Management of Georgia's EPD Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Enterprise Products Partners (EPD) stake by 3.9% in Q2 2026, buying an estimated $21.8K and bringing the position to 15,285 shares worth $562K. The position accounts for 0.2% of the portfolio, ranked #110.

Investors Asset Management of Georgia first reported a position in EPD in Q4 2017 and has held it in 25 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Investors Asset Management of Georgia held 15,285 shares of Enterprise Products Partners worth $562K as of Q2 2026.
Investors Asset Management of Georgia bought 578 Enterprise Products Partners shares in Q2 2026, an estimated $21.8K.
Enterprise Products Partners made up 0.2% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #110 holding.
Investors Asset Management of Georgia first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 25 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.