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

Realta 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
2025
Q2 		– Sell
-5,968
Closed -$204K – 308
2025
Q1 		$204K Sell
5,968
-3,099
-34% -$103K 0.09% 172
2024
Q4 		$289K Buy
9,067
+1,196
+15% +$36.7K 0.12% 147
2024
Q3 		$232K Sell
7,871
-6,661
-46% -$195K 0.11% 166
2024
Q2 		$421K Buy
14,532
+14
+0.1% +$401 0.08% 257
2024
Q1 		$424K Sell
14,518
-1,370
-9% -$37.6K 0.09% 262
2023
Q4 		$419K Sell
15,888
-227
-1% -$6.05K 0.09% 246
2023
Q3 		$425K Buy
16,115
+1,300
+9% +$34.8K 0.1% 234
2023
Q2 		$390K Sell
14,815
-368
-2% -$9.62K 0.09% 256
2023
Q1 		$393K Sell
15,183
-288
-2% -$7.4K 0.1% 241
2022
Q4 		$373K Buy
15,471
+1,327
+9% +$32.7K 0.09% 257
2022
Q3 		$336K Buy
14,144
+1,923
+16% +$49.6K 0.09% 257
2022
Q2 		$301K Sell
12,221
-89
-0.7% -$2.34K 0.07% 268
2022
Q1 		$318K Buy
+12,310
New +$299K 0.06% 293
2020
Q4 		– Sell
-11,309
Closed -$179K – 337
2020
Q3 		$179K Buy
+11,309
New +$198K 0.06% 291
2020
Q1 		– Sell
-13,305
Closed -$353K – 615
2019
Q4 		$353K Sell
13,305
-559
-4% -$15.2K 0.1% 240
2019
Q3 		$396K Sell
13,864
-1,510
-10% -$44K 0.11% 212
2019
Q2 		$446K Sell
15,374
-722
-4% -$20.8K 0.12% 188
2019
Q1 		$467K Buy
+16,096
New +$450K 0.21% 140

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Realta Investment Advisors's EPD Position: Q2 2025 in Review

Realta Investment Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 5,968 shares — an estimated $204K sold.

Realta Investment Advisors first reported a position in EPD in Q1 2019 and held it in 18 quarters. The position peaked at $467K in Q1 2019. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Realta Investment Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 5,968 Enterprise Products Partners shares in Q2 2025, an estimated $204K.
  • Realta Investment Advisors first reported a position in Enterprise Products Partners in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's Enterprise Products Partners position peaked at $467K in Q1 2019.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.