Optimist Retirement Group’s Enterprise Products Partners EPD Stock Holding History

Optimist Retirement 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	$2.31M	Sell	62,956 -351	-0.6%	-$13.2K	0.89%	33
2026 Q1	$2.4M	Sell	63,307 -758	-1%	-$26.8K	1.06%	29
2025 Q4	$2.05M	Sell	64,065 -9	-0%	-$285	0.94%	33
2025 Q3	$2M	Buy	64,074 +255	+0.4%	+$8.04K	0.91%	42
2025 Q2	$1.98M	Buy	63,819 +231	+0.4%	+$7.2K	0.95%	38
2025 Q1	$2.17M	Sell	63,588 -3,382	-5%	-$113K	1.09%	30
2024 Q4	$2.1M	Sell	66,970 -110	-0.2%	-$3.38K	0.99%	27
2024 Q3	$1.95M	Buy	67,080 +2,152	+3%	+$62.9K	0.88%	42
2024 Q2	$1.88M	Buy	64,928 +468	+0.7%	+$13.4K	0.99%	32
2024 Q1	$1.88M	Buy	64,460 +1,095	+2%	+$30.1K	0.97%	25
2023 Q4	$1.67M	Buy	+63,365	New	+$1.69M	1.08%	24

Other funds holding EPD

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

WHRC

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

Optimist Retirement Group's EPD Position: Q2 2026 in Review

Optimist Retirement Group reduced its Enterprise Products Partners (EPD) stake by 0.55% in Q2 2026, selling an estimated $13.2K and leaving 62,956 shares worth $2.31M. The position accounts for 0.89% of the portfolio, ranked #33.

Optimist Retirement Group first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q1 2026. 1,241 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Optimist Retirement Group held 62,956 shares of Enterprise Products Partners worth $2.31M as of Q2 2026.
Optimist Retirement Group sold 351 Enterprise Products Partners shares in Q2 2026, an estimated $13.2K.
Enterprise Products Partners made up 0.89% of Optimist Retirement Group's portfolio in Q2 2026, its #33 holding.
Optimist Retirement Group first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Enterprise Products Partners position peaked at $2.4M in Q1 2026.
1,241 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.