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Mills Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Mills Wealth Advisors’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
2025
Q2 		– Sell
-9,178
Closed -$313K – 70
2025
Q1 		$313K Sell
9,178
-101
-1% -$3.36K 0.17% 50
2024
Q4 		$291K Buy
+9,279
New +$285K 0.17% 46

Other funds holding EPD

AA
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Mills Wealth Advisors's EPD Position: Q2 2025 in Review

Mills Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 9,178 shares — an estimated $313K sold.

Mills Wealth Advisors first reported a position in EPD in Q4 2024 and held it in 2 quarters. The position peaked at $313K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Mills Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Mills Wealth Advisors sold 9,178 Enterprise Products Partners shares in Q2 2025, an estimated $313K.
  • Mills Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2024 and held it in 2 quarters.
  • Mills Wealth Advisors's Enterprise Products Partners position peaked at $313K in Q1 2025.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Mills Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.