MA
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MONECO Advisors’s Enterprise Products Partners EPD Stock Holding History

MONECO 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
2026
Q2 		$4.24M Sell
115,382
-5,093
-4% -$192K 0.26% 79
2026
Q1 		$4.56M Buy
120,475
+2,103
+2% +$74.4K 0.35% 61
2025
Q4 		$3.8M Buy
118,372
+818
+0.7% +$25.9K 0.3% 70
2025
Q3 		$3.68M Sell
117,554
-1,437
-1% -$45.3K 0.31% 67
2025
Q2 		$3.69M Sell
118,991
-4,864
-4% -$152K 0.34% 56
2025
Q1 		$4.23M Buy
123,855
+128
+0.1% +$4.26K 0.44% 45
2024
Q4 		$3.88M Buy
123,727
+2,809
+2% +$86.3K 0.41% 55
2024
Q3 		$3.52M Buy
120,918
+591
+0.5% +$17.3K 0.44% 59
2024
Q2 		$3.49M Buy
120,327
+5,814
+5% +$167K 0.51% 52
2024
Q1 		$3.34M Buy
114,513
+19,288
+20% +$530K 0.53% 43
2023
Q4 		$2.51M Buy
95,225
+76,880
+419% +$2.05M 0.48% 51
2023
Q3 		$502K Buy
18,345
+1,046
+6% +$28K 0.14% 176
2023
Q2 		$456K Buy
17,299
+46
+0.3% +$1.2K 0.12% 184
2023
Q1 		$447K Sell
17,253
-492
-3% -$12.6K 0.13% 175
2022
Q4 		$428K Buy
17,745
+1,518
+9% +$37.4K 0.15% 149
2022
Q3 		$386K Buy
16,227
+248
+2% +$6.4K 0.15% 152
2022
Q2 		$389K Sell
15,979
-741
-4% -$19.5K 0.15% 147
2022
Q1 		$432K Sell
16,720
-1,106
-6% -$26.9K 0.16% 133
2021
Q4 		$426K Buy
17,826
+265
+2% +$5.94K 0.16% 137
2021
Q3 		$380K Buy
17,561
+812
+5% +$18.4K 0.15% 147
2021
Q2 		$404K Buy
16,749
+944
+6% +$22.3K 0.19% 124
2021
Q1 		$348K Buy
15,805
+3,662
+30% +$80.5K 0.17% 135
2020
Q4 		$276K Sell
12,143
-940
-7% -$17.5K 0.15% 137
2020
Q3 		$207K Buy
13,083
+1,306
+11% +$22.9K 0.13% 145
2020
Q2 		$214K Buy
+11,777
New +$211K 0.17% 123
2020
Q1 		– Sell
-9,794
Closed -$282K – 129
2019
Q4 		$282K Buy
9,794
+1,538
+19% +$41.7K 0.2% 111
2019
Q3 		$236K Buy
8,256
+203
+3% +$5.91K 0.18% 119
2019
Q2 		$232K Buy
8,053
+55
+0.7% +$1.58K 0.19% 110
2019
Q1 		$233K Buy
+7,998
New +$223K 0.19% 116

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

MONECO Advisors's EPD Position: Q2 2026 in Review

MONECO Advisors reduced its Enterprise Products Partners (EPD) stake by 4.2% in Q2 2026, selling an estimated $192K and leaving 115,382 shares worth $4.24M. The position accounts for 0.26% of the portfolio, ranked #79.

MONECO Advisors first reported a position in EPD in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.56M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • MONECO Advisors held 115,382 shares of Enterprise Products Partners worth $4.24M as of Q2 2026.
  • MONECO Advisors sold 5,093 Enterprise Products Partners shares in Q2 2026, an estimated $192K.
  • Enterprise Products Partners made up 0.26% of MONECO Advisors's portfolio in Q2 2026, its #79 holding.
  • MONECO Advisors first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 29 quarters since.
  • MONECO Advisors's Enterprise Products Partners position peaked at $4.56M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.