LI
EPD icon

LMCG Investments’s Enterprise Products Partners EPD Stock Holding History

LMCG Investments’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 		$1.76M Buy
47,834
+2,100
+5% +$79.2K 0.09% 143
2026
Q1 		$1.73M Sell
45,734
-442
-1% -$15.6K 0.1% 138
2025
Q4 		$1.48M Hold
46,176
– – 0.08% 140
2025
Q3 		$1.44M Hold
46,176
– – 0.08% 140
2025
Q2 		$1.43M Hold
46,176
– – 0.09% 147
2025
Q1 		$1.58M Sell
46,176
-317
-0.7% -$10.6K 0.1% 150
2024
Q4 		$1.46M Sell
46,493
-824
-2% -$25.3K 0.09% 149
2024
Q3 		$1.38M Hold
47,317
– – 0.08% 145
2024
Q2 		$1.37M Sell
47,317
-255
-0.5% -$7.31K 0.08% 161
2024
Q1 		$1.39M Buy
47,572
+4,500
+10% +$124K 0.08% 165
2023
Q4 		$1.13M Buy
43,072
+8,000
+23% +$213K 0.07% 209
2023
Q3 		$960K Hold
35,072
– – 0.06% 212
2023
Q2 		$924K Hold
35,072
– – 0.06% 215
2023
Q1 		$908K Sell
35,072
-7,817
-18% -$201K 0.06% 216
2022
Q4 		$1.03M Hold
42,889
– – 0.07% 210
2022
Q3 		$1.02M Buy
42,889
+6,785
+19% +$175K 0.07% 222
2022
Q2 		$880K Hold
36,104
– – 0.06% 230
2022
Q1 		$932K Buy
+36,104
New +$877K 0.05% 230
2014
Q4 		– Sell
-5,036
Closed -$203K – 531
2014
Q3 		$203K Buy
+5,036
New +$198K ﹤0.01% 457

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

LMCG Investments's EPD Position: Q2 2026 in Review

LMCG Investments increased its Enterprise Products Partners (EPD) stake by 4.6% in Q2 2026, buying an estimated $79.2K and bringing the position to 47,834 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #143.

LMCG Investments first reported a position in EPD in Q3 2014 and has held it in 19 quarters since. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • LMCG Investments held 47,834 shares of Enterprise Products Partners worth $1.76M as of Q2 2026.
  • LMCG Investments bought 2,100 Enterprise Products Partners shares in Q2 2026, an estimated $79.2K.
  • Enterprise Products Partners made up 0.09% of LMCG Investments's portfolio in Q2 2026, its #143 holding.
  • LMCG Investments first reported a position in Enterprise Products Partners in Q3 2014 and has held it in 19 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.