Southeast Asset Advisors’s Enterprise Products Partners EPD Stock Holding History

Southeast Asset 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	$241K	Sell	6,557 -650	-9%	-$24.5K	0.02%	203
2026 Q1	$273K	Hold	7,207	–	–	0.03%	178
2025 Q4	$231K	Hold	7,207	–	–	0.02%	203
2025 Q3	$225K	Hold	7,207	–	–	0.02%	192
2025 Q2	$223K	Buy	+7,207	New	+$225K	0.03%	180

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

Southeast Asset Advisors's EPD Position: Q2 2026 in Review

Southeast Asset Advisors reduced its Enterprise Products Partners (EPD) stake by 9% in Q2 2026, selling an estimated $24.5K and leaving 6,557 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #203.

Southeast Asset Advisors first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Southeast Asset Advisors held 6,557 shares of Enterprise Products Partners worth $241K as of Q2 2026.
Southeast Asset Advisors sold 650 Enterprise Products Partners shares in Q2 2026, an estimated $24.5K.
Enterprise Products Partners made up 0.02% of Southeast Asset Advisors's portfolio in Q2 2026, its #203 holding.
Southeast Asset Advisors first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
Southeast Asset Advisors's Enterprise Products Partners position peaked at $273K in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.