Rollins Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Rollins Financial 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	$4.39M	Buy	119,433 +6,392	+6%	+$241K	0.58%	36
2026 Q1	$4.28M	Sell	113,041 -6,284	-5%	-$222K	0.68%	30
2025 Q4	$3.83M	Sell	119,325 -15,165	-11%	-$480K	0.56%	33
2025 Q3	$4.21M	Sell	134,490 -8,979	-6%	-$283K	0.64%	31
2025 Q2	$4.45M	Sell	143,469 -2,912	-2%	-$90.7K	0.71%	27
2025 Q1	$5M	Buy	146,381 +9,471	+7%	+$315K	0.87%	24
2024 Q4	$4.29M	Buy	136,910 +29,737	+28%	+$913K	0.67%	27
2024 Q3	$3.12M	Buy	107,173 +22,581	+27%	+$660K	0.52%	31
2024 Q2	$2.45M	Buy	84,592 +35,080	+71%	+$1.01M	0.42%	31
2024 Q1	$1.44M	Buy	49,512 +9,489	+24%	+$261K	0.27%	41
2023 Q4	$1.05M	Buy	+40,023	New	+$1.07M	0.22%	44

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

Rollins Financial Advisors's EPD Position: Q2 2026 in Review

Rollins Financial Advisors increased its Enterprise Products Partners (EPD) stake by 5.7% in Q2 2026, buying an estimated $241K and bringing the position to 119,433 shares worth $4.39M. The position accounts for 0.58% of the portfolio, ranked #36.

Rollins Financial Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Rollins Financial Advisors held 119,433 shares of Enterprise Products Partners worth $4.39M as of Q2 2026.
Rollins Financial Advisors bought 6,392 Enterprise Products Partners shares in Q2 2026, an estimated $241K.
Enterprise Products Partners made up 0.58% of Rollins Financial Advisors's portfolio in Q2 2026, its #36 holding.
Rollins Financial Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Rollins Financial Advisors's Enterprise Products Partners position peaked at $5M in Q1 2025.
1,583 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.