Mount Yale Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Mount Yale Investment 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	$37.9M	Buy	1,032,284 +108	+0%	+$4.08K	0.7%	25
2026 Q1	$39.1M	Buy	1,032,176 +13,120	+1%	+$464K	0.91%	16
2025 Q4	$32.7M	Buy	1,019,056 +1,000,397	+5,361%	+$31.6M	1.57%	7
2025 Q3	$583K	Buy	18,659 +18,263	+4,612%	+$576K	0.04%	390
2025 Q2	$12.3K	Buy	+396	New	+$12.3K	﹤0.01%	1113
2018 Q4	–	Sell	-5,980	Closed	-$162K	–	455
2018 Q3	$162K	Hold	5,980	–	–	0.03%	321
2018 Q2	$165K	Buy	5,980 +95	+2%	+$2.6K	0.03%	329
2018 Q1	$144K	Buy	+5,885	New	+$157K	0.03%	346

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

Mount Yale Investment Advisors's EPD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.01% in Q2 2026, buying an estimated $4.08K and bringing the position to 1,032,284 shares worth $37.9M. The position accounts for 0.7% of the portfolio, ranked #25.

Mount Yale Investment Advisors first reported a position in EPD in Q1 2018 and has held it in 8 quarters since. The position peaked at $39.1M in Q1 2026. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Mount Yale Investment Advisors held 1,032,284 shares of Enterprise Products Partners worth $37.9M as of Q2 2026.
Mount Yale Investment Advisors bought 108 Enterprise Products Partners shares in Q2 2026, an estimated $4.08K.
Enterprise Products Partners made up 0.7% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #25 holding.
Mount Yale Investment Advisors first reported a position in Enterprise Products Partners in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Enterprise Products Partners position peaked at $39.1M in Q1 2026.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.