Slocum, Gordon & Co’s Enterprise Products Partners EPD Stock Holding History

Slocum, Gordon & Co’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	$221K	Hold	6,000	–	–	0.15%	63
2026 Q1	$227K	Buy	+6,000	New	+$212K	0.15%	57
2025 Q3	–	Sell	-6,000	Closed	-$186K	–	79
2025 Q2	$186K	Hold	6,000	–	–	0.15%	57
2025 Q1	$205K	Hold	6,000	–	–	0.15%	53
2024 Q4	$188K	Hold	6,000	–	–	0.15%	56
2024 Q3	$175K	Hold	6,000	–	–	0.07%	63
2024 Q2	$174K	Hold	6,000	–	–	0.13%	59
2024 Q1	$175K	Hold	6,000	–	–	0.13%	57
2023 Q4	$158K	Hold	6,000	–	–	0.14%	56
2023 Q3	$164K	Hold	6,000	–	–	0.14%	57
2023 Q2	$158K	Hold	6,000	–	–	0.11%	56
2023 Q1	$155K	Hold	6,000	–	–	0.13%	57
2022 Q4	$145K	Buy	+6,000	New	+$148K	0.09%	55

Other funds holding EPD

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

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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Slocum, Gordon & Co's EPD Position: Q2 2026 in Review

Slocum, Gordon & Co held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 6,000 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #63.

Slocum, Gordon & Co first reported a position in EPD in Q4 2022 and has held it in 13 quarters since. The position peaked at $227K in Q1 2026. 639 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Slocum, Gordon & Co held 6,000 shares of Enterprise Products Partners worth $221K as of Q2 2026.
Slocum, Gordon & Co left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.15% of Slocum, Gordon & Co's portfolio in Q2 2026, its #63 holding.
Slocum, Gordon & Co first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 13 quarters since.
Slocum, Gordon & Co's Enterprise Products Partners position peaked at $227K in Q1 2026.
639 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.