N.E.W. Advisory Services’s Enterprise Products Partners EPD Stock Holding History

N.E.W. Advisory Services’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	$36.8K	Hold	1,001	–	–	﹤0.01%	418
2026 Q1	$37.9K	Hold	1,001	–	–	﹤0.01%	408
2025 Q4	$32.1K	Hold	1,001	–	–	﹤0.01%	421
2025 Q3	$31.3K	Buy	1,001 +1	+0.1%	+$32	﹤0.01%	385
2025 Q2	$31K	Hold	1,000	–	–	﹤0.01%	383
2025 Q1	$34.1K	Buy	+1,000	New	+$33.3K	﹤0.01%	419

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

N.E.W. Advisory Services's EPD Position: Q2 2026 in Review

N.E.W. Advisory Services held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,001 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

N.E.W. Advisory Services first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.9K in Q1 2026. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

N.E.W. Advisory Services held 1,001 shares of Enterprise Products Partners worth $36.8K as of Q2 2026.
N.E.W. Advisory Services left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #418 holding.
N.E.W. Advisory Services first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Enterprise Products Partners position peaked at $37.9K in Q1 2026.
1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.