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

Semmax 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
2025
Q2 		$20.2K Buy
631
+11
+2% +$343 0.01% 221
2025
Q1 		$19.6K Buy
620
+9
+1% +$300 0.01% 205
2024
Q4 		$20.6K Buy
611
+11
+2% +$338 0.01% 189
2024
Q3 		$18.6K Buy
600
+10
+2% +$292 0.01% 190
2024
Q2 		$17K Buy
590
+10
+2% +$287 0.01% 207
2024
Q1 		$17K Sell
580
-15
-3% -$412 0.01% 184
2023
Q4 		$16K Buy
595
+11
+2% +$293 0.01% 196
2023
Q3 		$15.5K Buy
+584
New +$15.6K 0.01% 176
2022
Q4 		$16K Sell
612
-18,707
-97% -$461K 0.01% 160
2022
Q3 		$492K Sell
19,319
-714
-4% -$18.4K 0.21% 70
2022
Q2 		$539K Buy
+20,033
New +$527K 0.22% 75
2022
Q1 		– Sell
-26,418
Closed -$641K – 84
2021
Q4 		$580K Sell
26,418
-8,133
-24% -$182K 0.21% 91
2021
Q3 		$748K Sell
34,551
-1,964
-5% -$44.6K 0.26% 86
2021
Q2 		$881K Sell
36,515
-37,396
-51% -$885K 0.28% 85
2021
Q1 		$1.63M Sell
73,911
-645
-0.9% -$14.2K 0.58% 62
2020
Q4 		$1.46M Buy
74,556
+1,827
+3% +$34K 0.6% 57
2020
Q3 		$1.15M Buy
72,729
+4,997
+7% +$87.5K 0.55% 61
2020
Q2 		$1.23M Buy
67,732
+3,463
+5% +$61.9K 0.65% 58
2020
Q1 		$919K Buy
64,269
+11,540
+22% +$268K 0.58% 57
2019
Q4 		$1.49M Buy
+52,729
New +$1.43M 0.82% 44
2019
Q3 		– Hold
0
– – – 44
2019
Q2 		– Hold
0
– – – 51
2019
Q1 		– Hold
0
– – – 66
2018
Q4 		– Hold
0
– – – 101

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

Semmax Financial Advisors's EPD Position: Q2 2025 in Review

Semmax Financial Advisors increased its Enterprise Products Partners (EPD) stake by 1.8% in Q2 2025, buying an estimated $343 and bringing the position to 631 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #221.

Semmax Financial Advisors first reported a position in EPD in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.63M in Q1 2021. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Semmax Financial Advisors held 631 shares of Enterprise Products Partners worth $20.2K as of Q2 2025.
  • Semmax Financial Advisors bought 11 Enterprise Products Partners shares in Q2 2025, an estimated $343.
  • Enterprise Products Partners made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #221 holding.
  • Semmax Financial Advisors first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 20 quarters since.
  • Semmax Financial Advisors's Enterprise Products Partners position peaked at $1.63M in Q1 2021.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.