Principal Securities’s Enterprise Products Partners EPD Stock Holding History

Principal Securities’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	$568K	Buy	15,441 +4,497	+41%	+$170K	0.01%	1022
2026 Q1	$414K	Buy	10,944 +3,454	+46%	+$122K	0.01%	1064
2025 Q4	$240K	Sell	7,490 -58	-0.8%	-$1.83K	﹤0.01%	1240
2025 Q3	$236K	Sell	7,548 -19,275	-72%	-$608K	﹤0.01%	1216
2025 Q2	$832K	Buy	26,823 +17,351	+183%	+$541K	0.02%	669
2025 Q1	$297K	Hold	9,472	–	–	0.01%	978
2024 Q4	$297K	Sell	9,472 -19,896	-68%	-$611K	0.01%	971
2024 Q3	$855K	Buy	29,368 +1,923	+7%	+$56.2K	0.02%	582
2024 Q2	$795K	Buy	27,445 +163	+0.6%	+$4.67K	0.02%	544
2024 Q1	$796K	Sell	27,282 -2,885	-10%	-$79.2K	0.02%	514
2023 Q4	$795K	Buy	+30,167	New	+$804K	0.03%	477

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

Principal Securities's EPD Position: Q2 2026 in Review

Principal Securities increased its Enterprise Products Partners (EPD) stake by 41% in Q2 2026, buying an estimated $170K and bringing the position to 15,441 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1022.

Principal Securities first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $855K in Q3 2024. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Principal Securities held 15,441 shares of Enterprise Products Partners worth $568K as of Q2 2026.
Principal Securities bought 4,497 Enterprise Products Partners shares in Q2 2026, an estimated $170K.
Enterprise Products Partners made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1022 holding.
Principal Securities first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Enterprise Products Partners position peaked at $855K in Q3 2024.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.