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NEOS Investment Management’s Enterprise Products Partners EPD Stock Holding History

NEOS Investment 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 		$30M Buy
815,015
+277,214
+52% +$10.5M 0.11% 142
2026
Q1 		$20.4M Buy
537,801
+491,221
+1,055% +$17.4M 0.1% 154
2025
Q4 		$1.49M Buy
+46,580
New +$1.47M 0.01% 505

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

NEOS Investment Management's EPD Position: Q2 2026 in Review

NEOS Investment Management increased its Enterprise Products Partners (EPD) stake by 52% in Q2 2026, buying an estimated $10.5M and bringing the position to 815,015 shares worth $30M. The position accounts for 0.11% of the portfolio, ranked #142.

NEOS Investment Management first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • NEOS Investment Management held 815,015 shares of Enterprise Products Partners worth $30M as of Q2 2026.
  • NEOS Investment Management bought 277,214 Enterprise Products Partners shares in Q2 2026, an estimated $10.5M.
  • Enterprise Products Partners made up 0.11% of NEOS Investment Management's portfolio in Q2 2026, its #142 holding.
  • NEOS Investment Management first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.