Navigoe Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Navigoe Wealth Management’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	$152K	Hold	4,147	–	–	0.08%	50
2026 Q1	$156K	Hold	4,147	–	–	0.09%	44
2025 Q4	$132K	Hold	4,147	–	–	0.08%	51
2025 Q3	$129K	Hold	4,147	–	–	0.08%	49
2025 Q2	$128K	Hold	4,147	–	–	0.1%	44
2025 Q1	$141K	Hold	4,147	–	–	0.12%	39
2024 Q4	$130K	Buy	+4,147	New	+$127K	0.13%	40

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

Navigoe Wealth Management's EPD Position: Q2 2026 in Review

Navigoe Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 4,147 shares worth $152K. The position accounts for 0.08% of the portfolio, ranked #50.

Navigoe Wealth Management first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Navigoe Wealth Management held 4,147 shares of Enterprise Products Partners worth $152K as of Q2 2026.
Navigoe Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.08% of Navigoe Wealth Management's portfolio in Q2 2026, its #50 holding.
Navigoe Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Navigoe Wealth Management's Enterprise Products Partners position peaked at $156K in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.