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Perfromance Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Perfromance Wealth Partners’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 		$645K Buy
17,538
+165
+0.9% +$6.23K 0.02% 125
2026
Q1 		$657K Buy
17,373
+230
+1% +$8.14K 0.02% 106
2025
Q4 		$550K Sell
17,143
-6,252
-27% -$198K 0.01% 117
2025
Q3 		$732K Buy
+23,395
New +$738K 0.02% 91

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Perfromance Wealth Partners's EPD Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Enterprise Products Partners (EPD) stake by 0.95% in Q2 2026, buying an estimated $6.23K and bringing the position to 17,538 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #125.

Perfromance Wealth Partners first reported a position in EPD in Q3 2025 and has held it in 4 quarters since. The position peaked at $732K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Perfromance Wealth Partners held 17,538 shares of Enterprise Products Partners worth $645K as of Q2 2026.
  • Perfromance Wealth Partners bought 165 Enterprise Products Partners shares in Q2 2026, an estimated $6.23K.
  • Enterprise Products Partners made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Perfromance Wealth Partners first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Enterprise Products Partners position peaked at $732K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.