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

Loudon 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
Q1 		$8.25M Hold
217,907
– – 4.44% 3
2025
Q4 		$6.99M Buy
217,907
+536
+0.2% +$16.9K 3.65% 3
2025
Q3 		$6.8M Hold
217,371
– – 3.56% 4
2025
Q2 		$6.74M Sell
217,371
-1,600
-0.7% -$49.8K 3.73% 3
2025
Q1 		$7.48M Buy
218,971
+8,855
+4% +$295K 4.27% 2
2024
Q4 		$6.59M Hold
210,116
– – 3.75% 3
2024
Q3 		$6.12M Sell
210,116
-1,525
-0.7% -$44.5K 3.35% 4
2024
Q2 		$6.13M Hold
211,641
– – 3.61% 4
2024
Q1 		$6.18M Hold
211,641
– – 3.55% 5
2023
Q4 		$5.58M Sell
211,641
-885
-0.4% -$23.6K 3.45% 4
2023
Q3 		$5.82M Sell
212,526
-700
-0.3% -$18.7K 4% 2
2023
Q2 		$5.62M Sell
213,226
-800
-0.4% -$20.9K 3.7% 2
2023
Q1 		$5.54M Sell
214,026
-2,600
-1% -$66.8K 3.84% 2
2022
Q4 		$5.23M Sell
216,626
-2,250
-1% -$55.4K 3.77% 2
2022
Q3 		$5.21M Sell
218,876
-10,250
-4% -$264K 4.14% 2
2022
Q2 		$5.58M Buy
229,126
+1,122
+0.5% +$29.5K 4.19% 3
2022
Q1 		$5.88M Buy
228,004
+2,460
+1% +$59.7K 3.88% 5
2021
Q4 		$4.95M Sell
225,544
-3,548
-2% -$79.6K 3.16% 8
2021
Q3 		$4.96M Sell
229,092
-6,572
-3% -$149K 3.53% 5
2021
Q2 		$5.69M Sell
235,664
-895
-0.4% -$21.2K 3.88% 5
2021
Q1 		$5.21M Buy
236,559
+7,175
+3% +$158K 3.74% 6
2020
Q4 		$4.49M Buy
229,384
+15,390
+7% +$287K 3.51% 7
2020
Q3 		$3.38M Buy
213,994
+365
+0.2% +$6.39K 2.86% 12
2020
Q2 		$3.88M Buy
213,629
+71,740
+51% +$1.28M 3.35% 7
2020
Q1 		$2.03M Buy
141,889
+17,406
+14% +$404K 2.12% 14
2019
Q4 		$3.5M Buy
124,483
+3,195
+3% +$86.6K 2.73% 11
2019
Q3 		$3.47M Sell
121,288
-335
-0.3% -$9.75K 2.92% 9
2019
Q2 		$3.51M Hold
121,623
– – 2.98% 9
2019
Q1 		$3.54M Buy
121,623
+288
+0.2% +$8.04K 3.1% 8
2018
Q4 		$2.98M Sell
121,335
-5,483
-4% -$147K 2.83% 10
2018
Q3 		$3.64M Sell
126,818
-8,900
-7% -$257K 2.93% 6
2018
Q2 		$3.75M Sell
135,718
-3,375
-2% -$92.3K 3.01% 5
2018
Q1 		$3.4M Sell
139,093
-3,540
-2% -$94.3K 2.71% 8
2017
Q4 		$3.78M Sell
142,633
-32,934
-19% -$834K 2.86% 7
2017
Q3 		$4.58M Sell
175,567
-3,005
-2% -$79.4K 3.58% 4
2017
Q2 		$4.84M Sell
178,572
-1,687
-0.9% -$45.7K 3.67% 3
2017
Q1 		$4.98M Sell
180,259
-14,650
-8% -$409K 3.79% 4
2016
Q4 		$5.27M Buy
194,909
+514
+0.3% +$13.4K 4.11% 4
2016
Q3 		$5.37M Sell
194,395
-1,016
-0.5% -$28.1K 4.17% 4
2016
Q2 		$5.72M Sell
195,411
-10,280
-5% -$276K 4.56% 1
2016
Q1 		$5.06M Buy
205,691
+86,548
+73% +$2.02M 4.08% 7
2015
Q4 		$3.05M Buy
119,143
+23,300
+24% +$605K 2.45% 14
2015
Q3 		$2.39M Buy
95,843
+46,650
+95% +$1.29M 2.05% 22
2015
Q2 		$1.47M Sell
49,193
-1,000
-2% -$32.7K 1.11% 31
2015
Q1 		$1.65M Buy
50,193
+300
+0.6% +$10.1K 1.25% 28
2014
Q4 		$1.8M Hold
49,893
– – 1.35% 26
2014
Q3 		$2.01M Sell
49,893
-835
-2% -$32.8K 1.43% 24
2014
Q2 		$1.99M Buy
50,728
+420
+0.8% +$15.5K 1.36% 25
2014
Q1 		$1.75M Sell
50,308
-1,150
-2% -$38.1K 1.26% 28
2013
Q4 		$1.71M Buy
+51,458
New +$1.6M 1.25% 27

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Loudon Investment Management's EPD Position: Q1 2026 in Review

Loudon Investment Management held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 217,907 shares worth $8.25M. The position accounts for 4.44% of the portfolio, ranked #3.

Loudon Investment Management first reported a position in EPD in Q4 2013 and has held it in 50 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Loudon Investment Management held 217,907 shares of Enterprise Products Partners worth $8.25M as of Q1 2026.
  • Loudon Investment Management left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 4.44% of Loudon Investment Management's portfolio in Q1 2026, its #3 holding.
  • Loudon Investment Management first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 50 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.