McDaniel Terry & Co’s Enterprise Products Partners EPD Stock Holding History

McDaniel Terry & Co’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	$258K	Hold	7,020	–	–	0.02%	77
2026 Q1	$266K	Hold	7,020	–	–	0.02%	76
2025 Q4	$225K	Hold	7,020	–	–	0.02%	73
2025 Q3	$220K	Hold	7,020	–	–	0.02%	89
2025 Q2	$218K	Hold	7,020	–	–	0.02%	88
2025 Q1	$240K	Sell	7,020 -800	-10%	-$26.6K	0.02%	94
2024 Q4	$245K	Buy	+7,820	New	+$240K	0.02%	93

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

McDaniel Terry & Co's EPD Position: Q2 2026 in Review

McDaniel Terry & Co held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,020 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #77.

McDaniel Terry & Co first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

McDaniel Terry & Co held 7,020 shares of Enterprise Products Partners worth $258K as of Q2 2026.
McDaniel Terry & Co left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of McDaniel Terry & Co's portfolio in Q2 2026, its #77 holding.
McDaniel Terry & Co first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
McDaniel Terry & Co's Enterprise Products Partners position peaked at $266K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.