LIM
EPD icon

Leavell Investment Management’s Enterprise Products Partners EPD Stock Holding History

Leavell Investment Management’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 		$2.42M Sell
65,933
-250
-0.4% -$9.43K 0.09% 207
2026
Q1 		$2.5M Buy
66,183
+248
+0.4% +$8.78K 0.1% 193
2025
Q4 		$2.11M Hold
65,935
– – 0.09% 213
2025
Q3 		$2.06M Hold
65,935
– – 0.09% 213
2025
Q2 		$2.04M Sell
65,935
-1,345
-2% -$41.9K 0.09% 210
2025
Q1 		$2.3M Hold
67,280
– – 0.11% 181
2024
Q4 		$2.11M Sell
67,280
-1,700
-2% -$52.2K 0.1% 184
2024
Q3 		$2.01M Buy
68,980
+3,891
+6% +$114K 0.1% 191
2024
Q2 		$1.89M Sell
65,089
-773
-1% -$22.2K 0.1% 184
2024
Q1 		$1.92M Sell
65,862
-1,171
-2% -$32.2K 0.11% 175
2023
Q4 		$1.77M Sell
67,033
-3,306
-5% -$88.1K 0.11% 180
2023
Q3 		$1.93M Sell
70,339
-4,384
-6% -$117K 0.13% 164
2023
Q2 		$1.97M Sell
74,723
-1,102
-1% -$28.8K 0.13% 155
2023
Q1 		$1.96M Sell
75,825
-1,222
-2% -$31.4K 0.14% 157
2022
Q4 		$1.86M Hold
77,047
– – 0.14% 156
2022
Q3 		$1.83M Sell
77,047
-750
-1% -$19.3K 0.15% 150
2022
Q2 		$1.9M Hold
77,797
– – 0.15% 150
2022
Q1 		$2.01M Buy
77,797
+3,755
+5% +$91.2K 0.14% 154
2021
Q4 		$1.63M Sell
74,042
-2,590
-3% -$58.1K 0.11% 175
2021
Q3 		$1.66M Hold
76,632
– – 0.12% 163
2021
Q2 		$1.69M Hold
76,632
– – 0.14% 153
2021
Q1 		$1.69M Sell
76,632
-245
-0.3% -$5.39K 0.14% 153
2020
Q4 		$1.51M Sell
76,877
-14,103
-16% -$263K 0.13% 159
2020
Q3 		$1.44M Sell
90,980
-62,452
-41% -$1.09M 0.12% 154
2020
Q2 		$2.79M Buy
153,432
+1,100
+0.7% +$19.7K 0.27% 104
2020
Q1 		$2.18M Sell
152,332
-520
-0.3% -$12.1K 0.25% 110
2019
Q4 		$4.3M Hold
152,852
– – 0.4% 78
2019
Q3 		$4.37M Buy
152,852
+980
+0.6% +$28.5K 0.45% 68
2019
Q2 		$4.38M Buy
151,872
+2,000
+1% +$57.6K 0.46% 62
2019
Q1 		$4.36M Buy
149,872
+1,610
+1% +$45K 0.49% 59
2018
Q4 		$3.65M Buy
148,262
+2,310
+2% +$61.8K 0.46% 70
2018
Q3 		$4.19M Hold
145,952
– – 0.45% 62
2018
Q2 		$4.04M Hold
145,952
– – 0.46% 61
2018
Q1 		$3.57M Sell
145,952
-2,622
-2% -$69.8K 0.42% 68
2017
Q4 		$3.94M Sell
148,574
-3,570
-2% -$90.4K 0.46% 63
2017
Q3 		$3.97M Sell
152,144
-9,474
-6% -$250K 0.49% 58
2017
Q2 		$4.38M Sell
161,618
-1,000
-0.6% -$27.1K 0.55% 52
2017
Q1 		$4.49M Buy
162,618
+1,250
+0.8% +$34.9K 0.58% 49
2016
Q4 		$4.36M Buy
161,368
+5,502
+4% +$143K 0.6% 40
2016
Q3 		$4.31M Buy
155,866
+3,100
+2% +$85.6K 0.63% 40
2016
Q2 		$4.47M Sell
152,766
-10,003
-6% -$269K 0.66% 40
2016
Q1 		$4.01M Sell
162,769
-300
-0.2% -$6.99K 0.6% 39
2015
Q4 		$4.17M Sell
163,069
-25,400
-13% -$660K 0.61% 34
2015
Q3 		$4.69M Sell
188,469
-30,000
-14% -$832K 0.74% 29
2015
Q2 		$6.53M Sell
218,469
-98
-0% -$3.21K 1.01% 18
2015
Q1 		$7.2M Buy
218,567
+300
+0.1% +$10.1K 1.09% 15
2014
Q4 		$7.88M Buy
218,267
+5,385
+3% +$199K 1.21% 12
2014
Q3 		$8.58M Buy
212,882
+1,400
+0.7% +$54.9K 1.36% 10
2014
Q2 		$8.28M Buy
211,482
+13,500
+7% +$498K 1.31% 10
2014
Q1 		$6.87M Buy
197,982
+5,460
+3% +$181K 1.14% 14
2013
Q4 		$6.38M Buy
192,522
+3,300
+2% +$103K 1.08% 15
2013
Q3 		$5.78M Buy
189,222
+19,400
+11% +$593K 1.04% 17
2013
Q2 		$5.28M Buy
+169,822
New +$5.15M 0.98% 21

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Leavell Investment Management's EPD Position: Q2 2026 in Review

Leavell Investment Management reduced its Enterprise Products Partners (EPD) stake by 0.38% in Q2 2026, selling an estimated $9.43K and leaving 65,933 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #207.

Leavell Investment Management first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.58M in Q3 2014. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Leavell Investment Management held 65,933 shares of Enterprise Products Partners worth $2.42M as of Q2 2026.
  • Leavell Investment Management sold 250 Enterprise Products Partners shares in Q2 2026, an estimated $9.43K.
  • Enterprise Products Partners made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #207 holding.
  • Leavell Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Enterprise Products Partners position peaked at $8.58M in Q3 2014.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.