Johnson Financial Group Inc (Wisconsin)’s Enterprise Products Partners EPD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$55.6K	Hold	1,513	–	–	﹤0.01%	461
2026 Q1	$57.3K	Hold	1,513	–	–	﹤0.01%	462
2025 Q4	$48.5K	Hold	1,513	–	–	﹤0.01%	506
2025 Q3	$47.3K	Hold	1,513	–	–	﹤0.01%	612
2025 Q2	$46.9K	Hold	1,513	–	–	﹤0.01%	467
2025 Q1	$51.7K	Hold	1,513	–	–	﹤0.01%	606
2024 Q4	$50.2K	Hold	1,513	–	–	﹤0.01%	494
2024 Q3	$44K	Buy	1,513 +568	+60%	+$16.6K	﹤0.01%	532
2024 Q2	$27.4K	Hold	945	–	–	﹤0.01%	493
2024 Q1	$27.6K	Sell	945 -2,823	-75%	-$77.5K	﹤0.01%	481
2023 Q4	$99.3K	Buy	3,768 +1,573	+72%	+$41.9K	0.01%	379
2023 Q3	$60.1K	Buy	+2,195	New	+$58.7K	﹤0.01%	375
2023 Q2	–	Sell	-3,992	Closed	-$103K	–	660
2023 Q1	$103K	Sell	3,992 -672	-14%	-$17.3K	0.01%	336
2022 Q4	$112K	Sell	4,664 -592	-11%	-$14.6K	0.01%	290
2022 Q3	$127K	Hold	5,256	–	–	0.01%	282
2022 Q2	$128K	Hold	5,256	–	–	0.01%	288
2022 Q1	$136K	Sell	5,256 -294	-5%	-$7.14K	0.01%	312
2021 Q4	$122K	Sell	5,550 -294	-5%	-$6.59K	0.01%	334
2021 Q3	$126K	Hold	5,844	–	–	0.01%	300
2021 Q2	$141K	Buy	5,844 +338	+6%	+$8K	0.01%	299
2021 Q1	$121K	Buy	5,506 +250	+5%	+$5.5K	0.01%	311
2020 Q4	$103K	Hold	5,256	–	–	0.01%	252
2020 Q3	$83K	Hold	5,256	–	–	0.01%	241
2020 Q2	$96K	Hold	5,256	–	–	0.01%	218
2020 Q1	$75K	Hold	5,256	–	–	0.01%	255
2019 Q4	$148K	Hold	5,256	–	–	0.01%	231
2019 Q3	$150K	Hold	5,256	–	–	0.01%	246
2019 Q2	$151K	Hold	5,256	–	–	0.01%	243
2019 Q1	$153K	Hold	5,256	–	–	0.01%	234
2018 Q4	$129K	Hold	5,256	–	–	0.01%	240
2018 Q3	$151K	Hold	5,256	–	–	0.02%	237
2018 Q2	$145K	Hold	5,256	–	–	0.02%	236
2018 Q1	$129K	Hold	5,256	–	–	0.02%	251
2017 Q4	$140K	Buy	5,256 +3,992	+316%	+$101K	0.02%	258
2017 Q3	$33K	Hold	1,264	–	–	﹤0.01%	371
2017 Q2	$34K	Hold	1,264	–	–	﹤0.01%	390
2017 Q1	$35K	Sell	1,264 -2,357	-65%	-$65.8K	﹤0.01%	439
2016 Q4	$98K	Hold	3,621	–	–	0.01%	338
2016 Q3	$101K	Hold	3,621	–	–	0.01%	337
2016 Q2	$106K	Buy	3,621 +1,757	+94%	+$47.2K	0.01%	350
2016 Q1	$46K	Hold	1,864	–	–	0.01%	389
2015 Q4	$48K	Hold	1,864	–	–	0.01%	385
2015 Q3	$46K	Hold	1,864	–	–	0.01%	479
2015 Q2	$56K	Hold	1,864	–	–	0.01%	475
2015 Q1	$61K	Sell	1,864 -48	-3%	-$1.61K	0.01%	484
2014 Q4	$69K	Hold	1,912	–	–	0.02%	436
2014 Q3	$77K	Hold	1,912	–	–	0.02%	382
2014 Q2	$75K	Sell	1,912 -2,200	-54%	-$81.2K	0.02%	397
2014 Q1	$143K	Hold	4,112	–	–	0.04%	248
2013 Q4	$136K	Buy	4,112 +48	+1%	+$1.5K	0.04%	248
2013 Q3	$124K	Buy	4,064 +600	+17%	+$18.3K	0.04%	265
2013 Q2	$108K	Buy	+3,464	New	+$105K	0.03%	308

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

Johnson Financial Group Inc (Wisconsin)'s EPD Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,513 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Johnson Financial Group Inc (Wisconsin) first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $153K in Q1 2019. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,513 shares of Enterprise Products Partners worth $55.6K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #461 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Enterprise Products Partners position peaked at $153K in Q1 2019.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.