Regatta Capital Group’s Enterprise Products Partners EPD Stock Holding History

Regatta Capital Group’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	-6,593	Closed	-$225K	–	214
2025 Q1	$225K	Hold	6,593	–	–	0.04%	176
2024 Q4	$207K	Buy	+6,593	New	+$203K	0.04%	179
2024 Q2	–	Sell	-7,036	Closed	-$205K	–	186
2024 Q1	$205K	Buy	+7,036	New	+$193K	0.05%	174
2023 Q2	–	Sell	-9,839	Closed	-$237K	–	172
2023 Q1	$237K	Hold	9,839	–	–	0.08%	156
2022 Q4	$237K	Buy	9,839 +81	+0.8%	+$1.99K	0.08%	156
2022 Q3	$238K	Buy	+9,758	New	+$252K	0.1%	147
2022 Q2	–	Sell	-13,178	Closed	-$340K	–	160
2022 Q1	$340K	Buy	13,178 +1,252	+10%	+$30.4K	0.12%	127
2021 Q4	$262K	Buy	+11,926	New	+$268K	0.09%	159

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Regatta Capital Group's EPD Position: Q2 2025 in Review

Regatta Capital Group sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 6,593 shares — an estimated $225K sold.

Regatta Capital Group first reported a position in EPD in Q4 2021 and held it in 8 quarters. The position peaked at $340K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Regatta Capital Group reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Regatta Capital Group sold 6,593 Enterprise Products Partners shares in Q2 2025, an estimated $225K.
Regatta Capital Group first reported a position in Enterprise Products Partners in Q4 2021 and held it in 8 quarters.
Regatta Capital Group's Enterprise Products Partners position peaked at $340K in Q1 2022.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Regatta Capital Group's 13F filing for Q2 2025, filed 15 Jul 2025.