Northstar Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Northstar Advisory Group’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	$2.06M	Buy	55,933 +40	+0.1%	+$1.51K	0.64%	40
2026 Q1	$2.11M	Buy	55,893 +1,412	+3%	+$50K	0.79%	29
2025 Q4	$1.75M	Buy	54,481 +18,789	+53%	+$594K	0.62%	47
2025 Q3	$1.12M	Buy	35,692 +5,346	+18%	+$169K	0.46%	54
2025 Q2	$941K	Buy	+30,346	New	+$945K	0.46%	50

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Northstar Advisory Group's EPD Position: Q2 2026 in Review

Northstar Advisory Group increased its Enterprise Products Partners (EPD) stake by 0.07% in Q2 2026, buying an estimated $1.51K and bringing the position to 55,933 shares worth $2.06M. The position accounts for 0.64% of the portfolio, ranked #40.

Northstar Advisory Group first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.11M in Q1 2026. 767 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Northstar Advisory Group held 55,933 shares of Enterprise Products Partners worth $2.06M as of Q2 2026.
Northstar Advisory Group bought 40 Enterprise Products Partners shares in Q2 2026, an estimated $1.51K.
Enterprise Products Partners made up 0.64% of Northstar Advisory Group's portfolio in Q2 2026, its #40 holding.
Northstar Advisory Group first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
Northstar Advisory Group's Enterprise Products Partners position peaked at $2.11M in Q1 2026.
767 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.