MYIA
EPD icon

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 		$62.8K Buy
+1,708
New +$64.4K ﹤0.01% 1181

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

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.