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J.W. Coons Advisors’s Enterprise Products Partners EPD Stock Holding History

J.W. Coons 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
2025
Q2 		$208K Hold
6,700
– – 0.05% 237
2025
Q1 		$229K Hold
6,700
– – 0.06% 220
2024
Q4 		$210K Buy
+6,700
New +$206K 0.05% 223

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
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

J.W. Coons Advisors's EPD Position: Q2 2025 in Review

J.W. Coons Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2025 at 6,700 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #237.

J.W. Coons Advisors first reported a position in EPD in Q4 2024 and has held it in 3 quarters since. The position peaked at $229K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • J.W. Coons Advisors held 6,700 shares of Enterprise Products Partners worth $208K as of Q2 2025.
  • J.W. Coons Advisors left its Enterprise Products Partners share count unchanged in Q2 2025.
  • Enterprise Products Partners made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #237 holding.
  • J.W. Coons Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 3 quarters since.
  • J.W. Coons Advisors's Enterprise Products Partners position peaked at $229K in Q1 2025.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.