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LRI Investments’s Enterprise Products Partners EPD Stock Holding History

LRI 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 		$1.51M Sell
40,946
-832
-2% -$31.4K 0.12% 95
2026
Q1 		$1.58M Sell
41,778
-950
-2% -$33.6K 0.14% 81
2025
Q4 		$1.37M Sell
42,728
-1,000
-2% -$31.6K 0.11% 89
2025
Q3 		$1.37M Hold
43,728
– – 0.11% 88
2025
Q2 		$1.36M Hold
43,728
– – 0.12% 80
2025
Q1 		$1.49M Hold
43,728
– – 0.14% 68
2024
Q4 		$1.37M Hold
43,728
– – 0.13% 61
2024
Q3 		$1.35M Buy
43,728
+20,000
+84% +$584K 0.13% 64
2024
Q2 		$688K Buy
23,728
+4,386
+23% +$126K 0.08% 89
2024
Q1 		$564K Buy
+19,342
New +$531K 0.14% 71

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

LRI Investments's EPD Position: Q2 2026 in Review

LRI Investments reduced its Enterprise Products Partners (EPD) stake by 2% in Q2 2026, selling an estimated $31.4K and leaving 40,946 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #95.

LRI Investments first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 733 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • LRI Investments held 40,946 shares of Enterprise Products Partners worth $1.51M as of Q2 2026.
  • LRI Investments sold 832 Enterprise Products Partners shares in Q2 2026, an estimated $31.4K.
  • Enterprise Products Partners made up 0.12% of LRI Investments's portfolio in Q2 2026, its #95 holding.
  • LRI Investments first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Enterprise Products Partners position peaked at $1.58M in Q1 2026.
  • 733 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.