Patrick M. Sweeney & Associates’s Enterprise Products Partners EPD Stock Holding History

Patrick M. Sweeney & Associates’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	$465K	Buy	12,660 +308	+2%	+$11.6K	0.27%	98
2026 Q1	$467K	Buy	12,352 +154	+1%	+$5.45K	0.3%	81
2025 Q4	$391K	Buy	12,198 +220	+2%	+$6.96K	0.24%	96
2025 Q3	$375K	Buy	11,978 +334	+3%	+$10.5K	0.24%	96
2025 Q2	$367K	Buy	11,644 +303	+3%	+$9.44K	0.25%	97
2025 Q1	$387K	Buy	11,341 +378	+3%	+$12.6K	0.29%	88
2024 Q4	$344K	Buy	10,963 +4	+0%	+$123	0.26%	101
2024 Q3	$319K	Buy	10,959 +333	+3%	+$9.73K	0.23%	112
2024 Q2	$300K	Buy	10,626 +1,084	+11%	+$31.1K	0.24%	104
2024 Q1	$278K	Buy	9,542 +550	+6%	+$15.1K	0.23%	109
2023 Q4	$237K	Buy	+8,992	New	+$240K	0.22%	104

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

Patrick M. Sweeney & Associates's EPD Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Enterprise Products Partners (EPD) stake by 2.5% in Q2 2026, buying an estimated $11.6K and bringing the position to 12,660 shares worth $465K. The position accounts for 0.27% of the portfolio, ranked #98.

Patrick M. Sweeney & Associates first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $467K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Patrick M. Sweeney & Associates held 12,660 shares of Enterprise Products Partners worth $465K as of Q2 2026.
Patrick M. Sweeney & Associates bought 308 Enterprise Products Partners shares in Q2 2026, an estimated $11.6K.
Enterprise Products Partners made up 0.27% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #98 holding.
Patrick M. Sweeney & Associates first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Enterprise Products Partners position peaked at $467K in Q1 2026.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.