Sheets Smith Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Sheets Smith Wealth Management’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	$7.33M	Sell	199,527 -2,500	-1%	-$94.3K	0.73%	31
2026 Q1	$7.64M	Hold	202,027	–	–	0.86%	23
2025 Q4	$6.48M	Sell	202,027 -6,000	-3%	-$190K	0.71%	33
2025 Q3	$6.51M	Sell	208,027 -11,763	-5%	-$371K	0.74%	33
2025 Q2	$6.82M	Sell	219,790 -1,000	-0.5%	-$31.2K	0.8%	29
2025 Q1	$7.54M	Sell	220,790 -11,300	-5%	-$376K	0.94%	26
2024 Q4	$7.28M	Hold	232,090	–	–	0.89%	28
2024 Q3	$6.76M	Sell	232,090 -12,420	-5%	-$363K	0.83%	30
2024 Q2	$7.09M	Sell	244,510 -25,000	-9%	-$717K	0.85%	29
2024 Q1	$7.86M	Buy	269,510 +25,000	+10%	+$686K	0.88%	28
2023 Q4	$6.44M	Buy	244,510 +7,000	+3%	+$186K	0.92%	30
2023 Q3	$6.5M	Sell	237,510 -3,035	-1%	-$81.2K	0.99%	25
2023 Q2	$6.34M	Sell	240,545 -799	-0.3%	-$20.9K	0.93%	29
2023 Q1	$6.25M	Buy	241,344 +8	+0%	+$205	0.96%	26
2022 Q4	$5.82M	Buy	241,336 +6,983	+3%	+$172K	0.91%	30
2022 Q3	$5.57M	Buy	234,353 +9,607	+4%	+$248K	0.93%	26
2022 Q2	$5.48M	Sell	224,746 -9,593	-4%	-$252K	0.9%	28
2022 Q1	$6.05M	Buy	234,339 +1,489	+0.6%	+$36.1K	0.83%	33
2021 Q4	$5.11M	Buy	232,850 +6,108	+3%	+$137K	0.63%	40
2021 Q3	$4.91M	Buy	226,742 +65,107	+40%	+$1.48M	0.67%	40
2021 Q2	$3.9M	Buy	161,635 +78,000	+93%	+$1.85M	0.53%	49
2021 Q1	$1.84M	Sell	83,635 -545	-0.6%	-$12K	0.27%	94
2020 Q4	$1.65M	Hold	84,180	–	–	0.25%	99
2020 Q3	$1.33M	Buy	84,180 +350	+0.4%	+$6.13K	0.23%	101
2020 Q2	$1.52M	Buy	83,830 +175	+0.2%	+$3.13K	0.3%	80
2020 Q1	$1.2M	Buy	83,655 +17,220	+26%	+$400K	0.25%	98
2019 Q4	$1.87M	Buy	66,435 +5,885	+10%	+$160K	0.36%	72
2019 Q3	$1.73M	Sell	60,550 -7,600	-11%	-$221K	0.36%	77
2019 Q2	$1.97M	Hold	68,150	–	–	0.4%	76
2019 Q1	$1.98M	Hold	68,150	–	–	0.43%	66
2018 Q4	$1.68M	Buy	68,150 +4,600	+7%	+$123K	0.45%	70
2018 Q3	$1.83M	Hold	63,550	–	–	0.38%	69
2018 Q2	$1.76M	Buy	63,550 +175	+0.3%	+$4.79K	0.41%	62
2018 Q1	$1.55M	Sell	63,375 -194	-0.3%	-$5.17K	0.37%	75
2017 Q4	$1.69M	Sell	63,569 -128	-0.2%	-$3.24K	0.4%	72
2017 Q3	$1.66M	Sell	63,697 -992	-2%	-$26.2K	0.42%	68
2017 Q2	$1.75M	Hold	64,689	–	–	0.46%	68
2017 Q1	$1.79M	Sell	64,689 -3,000	-4%	-$83.8K	0.47%	66
2016 Q4	$1.83M	Hold	67,689	–	–	0.51%	57
2016 Q3	$1.87M	Hold	67,689	–	–	0.53%	54
2016 Q2	$1.98M	Hold	67,689	–	–	0.58%	51
2016 Q1	$1.67M	Sell	67,689 -1,600	-2%	-$37.3K	0.51%	57
2015 Q4	$1.77M	Sell	69,289 -1,494	-2%	-$38.8K	0.54%	54
2015 Q3	$1.76M	Buy	70,783 +728	+1%	+$20.2K	0.6%	49
2015 Q2	$2.09M	Sell	70,055 -5,300	-7%	-$173K	0.57%	48
2015 Q1	$2.48M	Sell	75,355 -18,128	-19%	-$607K	0.69%	37
2014 Q4	$3.38M	Sell	93,483 -3,211	-3%	-$119K	0.88%	31
2014 Q3	$3.9M	Sell	96,694 -350	-0.4%	-$13.7K	1.06%	22
2014 Q2	$3.8M	Buy	97,044 +6,224	+7%	+$230K	1.02%	24
2014 Q1	$3.15M	Sell	90,820 -2,222	-2%	-$73.7K	0.88%	29
2013 Q4	$3.08M	Sell	93,042 -1,520	-2%	-$47.4K	0.85%	31
2013 Q3	$2.89M	Sell	94,562 -768	-0.8%	-$23.5K	0.94%	28
2013 Q2	$2.96M	Buy	+95,330	New	+$2.89M	1.01%	26

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

Sheets Smith Wealth Management's EPD Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Enterprise Products Partners (EPD) stake by 1.2% in Q2 2026, selling an estimated $94.3K and leaving 199,527 shares worth $7.33M. The position accounts for 0.73% of the portfolio, ranked #31.

Sheets Smith Wealth Management first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.86M in Q1 2024. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Sheets Smith Wealth Management held 199,527 shares of Enterprise Products Partners worth $7.33M as of Q2 2026.
Sheets Smith Wealth Management sold 2,500 Enterprise Products Partners shares in Q2 2026, an estimated $94.3K.
Enterprise Products Partners made up 0.73% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #31 holding.
Sheets Smith Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
Sheets Smith Wealth Management's Enterprise Products Partners position peaked at $7.86M in Q1 2024.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.