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Naples Global Advisors’s Enterprise Products Partners EPD Stock Holding History

Naples Global 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 		$1.05M Buy
28,684
+200
+0.7% +$7.55K 0.07% 237
2026
Q1 		$1.08M Buy
28,484
+14,700
+107% +$520K 0.08% 220
2025
Q4 		$442K Hold
13,784
– – 0.03% 345
2025
Q3 		$431K Buy
13,784
+1,280
+10% +$40.4K 0.03% 344
2025
Q2 		$388K Sell
12,504
-1,425
-10% -$44.4K 0.03% 335
2025
Q1 		$476K Hold
13,929
– – 0.05% 301
2024
Q4 		$437K Buy
13,929
+20
+0.1% +$614 0.04% 312
2024
Q3 		$405K Buy
13,909
+1,000
+8% +$29.2K 0.04% 318
2024
Q2 		$374K Hold
12,909
– – 0.04% 318
2024
Q1 		$377K Hold
12,909
– – 0.04% 320
2023
Q4 		$340K Buy
12,909
+1,565
+14% +$41.7K 0.04% 330
2023
Q3 		$310K Hold
11,344
– – 0.04% 330
2023
Q2 		$299K Sell
11,344
-800
-7% -$20.9K 0.04% 340
2023
Q1 		$315K Buy
12,144
+1,400
+13% +$36K 0.04% 335
2022
Q4 		$259K Sell
10,744
-200
-2% -$4.92K 0.03% 348
2022
Q3 		$260K Hold
10,944
– – 0.04% 337
2022
Q2 		$267K Hold
10,944
– – 0.03% 338
2022
Q1 		$282K Hold
10,944
– – 0.03% 343
2021
Q4 		$240K Hold
10,944
– – 0.03% 373
2021
Q3 		$237K Hold
10,944
– – 0.03% 361
2021
Q2 		$264K Hold
10,944
– – 0.04% 344
2021
Q1 		$241K Hold
10,944
– – 0.04% 343
2020
Q4 		$214K Sell
10,944
-340
-3% -$6.33K 0.04% 336
2020
Q3 		$178K Hold
11,284
– – 0.03% 332
2020
Q2 		$205K Hold
11,284
– – 0.04% 318
2020
Q1 		$161K Buy
+11,284
New +$262K 0.04% 302

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

Naples Global Advisors's EPD Position: Q2 2026 in Review

Naples Global Advisors increased its Enterprise Products Partners (EPD) stake by 0.7% in Q2 2026, buying an estimated $7.55K and bringing the position to 28,684 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #237.

Naples Global Advisors first reported a position in EPD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.08M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Naples Global Advisors held 28,684 shares of Enterprise Products Partners worth $1.05M as of Q2 2026.
  • Naples Global Advisors bought 200 Enterprise Products Partners shares in Q2 2026, an estimated $7.55K.
  • Enterprise Products Partners made up 0.07% of Naples Global Advisors's portfolio in Q2 2026, its #237 holding.
  • Naples Global Advisors first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 26 quarters since.
  • Naples Global Advisors's Enterprise Products Partners position peaked at $1.08M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.