Perennial Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Perennial Investment Advisors’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	$212K	Buy	5,766 +30	+0.5%	+$1.13K	0.01%	539
2026 Q1	$217K	Buy	+5,736	New	+$203K	0.02%	464
2025 Q2	–	Sell	-6,276	Closed	-$214K	–	483
2025 Q1	$214K	Sell	6,276 -2,181	-26%	-$72.6K	0.02%	394
2024 Q4	$265K	Buy	8,457 +936	+12%	+$28.8K	0.03%	328
2024 Q3	$219K	Buy	7,521 +560	+8%	+$16.4K	0.03%	349
2024 Q2	$202K	Buy	+6,961	New	+$200K	0.03%	345
2023 Q4	–	Sell	-7,357	Closed	-$201K	–	353
2023 Q3	$201K	Buy	+7,357	New	+$197K	0.04%	311

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

Perennial Investment Advisors's EPD Position: Q2 2026 in Review

Perennial Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.52% in Q2 2026, buying an estimated $1.13K and bringing the position to 5,766 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #539.

Perennial Investment Advisors first reported a position in EPD in Q3 2023 and has held it in 7 quarters since. The position peaked at $265K in Q4 2024. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Perennial Investment Advisors held 5,766 shares of Enterprise Products Partners worth $212K as of Q2 2026.
Perennial Investment Advisors bought 30 Enterprise Products Partners shares in Q2 2026, an estimated $1.13K.
Enterprise Products Partners made up 0.01% of Perennial Investment Advisors's portfolio in Q2 2026, its #539 holding.
Perennial Investment Advisors first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 7 quarters since.
Perennial Investment Advisors's Enterprise Products Partners position peaked at $265K in Q4 2024.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.