Sage Investment Counsel’s Enterprise Products Partners EPD Stock Holding History

Sage Investment Counsel’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	$969K	Buy	26,372 +54	+0.2%	+$2.04K	0.97%	33
2026 Q1	$996K	Buy	26,318 +386	+1%	+$13.7K	1.1%	31
2025 Q4	$831K	Sell	25,932 -372	-1%	-$11.8K	0.91%	32
2025 Q3	$823K	Sell	26,304 -18,998	-42%	-$599K	0.91%	33
2025 Q2	$1.4M	Buy	45,302 +361	+0.8%	+$11.2K	1.63%	16
2025 Q1	$1.53M	Buy	44,941 +57	+0.1%	+$1.9K	1.95%	8
2024 Q4	$1.41M	Buy	+44,884	New	+$1.38M	1.83%	9

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Sage Investment Counsel's EPD Position: Q2 2026 in Review

Sage Investment Counsel increased its Enterprise Products Partners (EPD) stake by 0.21% in Q2 2026, buying an estimated $2.04K and bringing the position to 26,372 shares worth $969K. The position accounts for 0.97% of the portfolio, ranked #33.

Sage Investment Counsel first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2025. 867 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Sage Investment Counsel held 26,372 shares of Enterprise Products Partners worth $969K as of Q2 2026.
Sage Investment Counsel bought 54 Enterprise Products Partners shares in Q2 2026, an estimated $2.04K.
Enterprise Products Partners made up 0.97% of Sage Investment Counsel's portfolio in Q2 2026, its #33 holding.
Sage Investment Counsel first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Enterprise Products Partners position peaked at $1.53M in Q1 2025.
867 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.