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Optima Capital’s Enterprise Products Partners EPD Stock Holding History

Optima Capital’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 		$222K Buy
6,036
+56
+0.9% +$2.11K 0.09% 149
2026
Q1 		$226K Buy
5,980
+59
+1% +$2.09K 0.11% 151
2025
Q4 		$190K Buy
+5,921
New +$187K 0.08% 164

Other funds holding EPD

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optima Capital's EPD Position: Q2 2026 in Review

Optima Capital increased its Enterprise Products Partners (EPD) stake by 0.94% in Q2 2026, buying an estimated $2.11K and bringing the position to 6,036 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #149.

Optima Capital first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 537 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Optima Capital held 6,036 shares of Enterprise Products Partners worth $222K as of Q2 2026.
  • Optima Capital bought 56 Enterprise Products Partners shares in Q2 2026, an estimated $2.11K.
  • Enterprise Products Partners made up 0.09% of Optima Capital's portfolio in Q2 2026, its #149 holding.
  • Optima Capital first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Optima Capital's Enterprise Products Partners position peaked at $226K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.