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Spirit of America Management Corp’s Enterprise Products Partners EPD Stock Holding History

Spirit of America Management Corp’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 		$4.46M Sell
121,386
-13,500
-10% -$509K 0.84% 31
2026
Q1 		$5.1M Sell
134,886
-19,500
-13% -$690K 1.01% 23
2025
Q4 		$4.95M Sell
154,386
-23,750
-13% -$751K 1.05% 23
2025
Q3 		$5.57M Sell
178,136
-6,000
-3% -$189K 1.12% 23
2025
Q2 		$5.71M Sell
184,136
-39,500
-18% -$1.23M 1.19% 24
2025
Q1 		$7.63M Hold
223,636
– – 1.55% 16
2024
Q4 		$7.01M Sell
223,636
-21,000
-9% -$645K 1.42% 19
2024
Q3 		$7.12M Hold
244,636
– – 1.42% 18
2024
Q2 		$7.09M Sell
244,636
-9,250
-4% -$265K 1.44% 19
2024
Q1 		$7.41M Sell
253,886
-9,250
-4% -$254K 1.49% 15
2023
Q4 		$6.93M Sell
263,136
-248,000
-49% -$6.61M 1.52% 20
2023
Q3 		$14M Hold
511,136
– – 3.16% 8
2023
Q2 		$13.5M Hold
511,136
– – 3.03% 6
2023
Q1 		$13.2M Sell
511,136
-10,000
-2% -$257K 2.96% 7
2022
Q4 		$12.6M Sell
521,136
-1,500
-0.3% -$36.9K 2.82% 7
2022
Q3 		$12.4M Sell
522,636
-2,805
-0.5% -$72.4K 2.95% 6
2022
Q2 		$12.8M Sell
525,441
-35,000
-6% -$921K 2.91% 4
2022
Q1 		$14.5M Sell
560,441
-1,000
-0.2% -$24.3K 2.83% 5
2021
Q4 		$12.3M Sell
561,441
-1,000
-0.2% -$22.4K 2.48% 6
2021
Q3 		$12.2M Sell
562,441
-6,733
-1% -$153K 2.62% 5
2021
Q2 		$13.7M Sell
569,174
-15,225
-3% -$360K 2.94% 3
2021
Q1 		$12.9M Sell
584,399
-22,577
-4% -$496K 3.04% 2
2020
Q4 		$11.9M Sell
606,976
-57,500
-9% -$1.07M 2.98% 2
2020
Q3 		$10.5M Sell
664,476
-23,000
-3% -$403K 2.86% 2
2020
Q2 		$12.5M Sell
687,476
-14,000
-2% -$250K 3.21% 2
2020
Q1 		$10M Sell
701,476
-15,000
-2% -$348K 3.23% 4
2019
Q4 		$20.2M Sell
716,476
-30,680
-4% -$832K 3.52% 1
2019
Q3 		$21.4M Sell
747,156
-135,500
-15% -$3.95M 3.45% 3
2019
Q2 		$25.5M Hold
882,656
– – 3.83% 1
2019
Q1 		$25.7M Sell
882,656
-17,300
-2% -$483K 3.76% 1
2018
Q4 		$22.1M Sell
899,956
-119,275
-12% -$3.19M 3.49% 1
2018
Q3 		$29.3M Sell
1,019,231
-13,000
-1% -$376K 3.64% 1
2018
Q2 		$28.6M Sell
1,032,231
-8,900
-0.9% -$243K 3.53% 1
2018
Q1 		$25.5M Sell
1,041,131
-3,000
-0.3% -$79.9K 3.35% 1
2017
Q4 		$27.7M Hold
1,044,131
– – 3.07% 1
2017
Q3 		$27.2M Buy
1,044,131
+40,300
+4% +$1.07M 2.88% 1
2017
Q2 		$27.2M Buy
1,003,831
+84,900
+9% +$2.3M 2.93% 1
2017
Q1 		$25.4M Buy
918,931
+144,950
+19% +$4.05M 2.69% 2
2016
Q4 		$20.9M Buy
773,981
+66,475
+9% +$1.73M 2.44% 4
2016
Q3 		$19.5M Buy
707,506
+45,100
+7% +$1.25M 2.55% 3
2016
Q2 		$19.4M Buy
662,406
+44,500
+7% +$1.19M 2.84% 1
2016
Q1 		$15.2M Buy
617,906
+25,200
+4% +$587K 2.7% 3
2015
Q4 		$15.2M Buy
592,706
+61,380
+12% +$1.59M 2.9% 2
2015
Q3 		$13.2M Sell
531,326
-11,296
-2% -$313K 2.75% 2
2015
Q2 		$16.2M Hold
542,622
– – 3.13% 1
2015
Q1 		$17.9M Buy
542,622
+301,651
+125% +$10.1M 3.78% 1
2014
Q4 		$8.7M Buy
240,971
+50,245
+26% +$1.86M 2.21% 3
2014
Q3 		$7.69M Buy
190,726
+100,228
+111% +$3.93M 2.34% 2
2014
Q2 		$3.54M Hold
90,498
– – 1.41% 10
2014
Q1 		$3.14M Buy
90,498
+17,194
+23% +$570K 1.29% 11
2013
Q4 		$2.43M Sell
73,304
-1,290
-2% -$40.2K 1.92% 17
2013
Q3 		$2.28M Buy
74,594
+4,600
+7% +$141K 0.84% 28
2013
Q2 		$2.17M Buy
+69,994
New +$2.12M 0.78% 35

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Spirit of America Management Corp's EPD Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Enterprise Products Partners (EPD) stake by 10% in Q2 2026, selling an estimated $509K and leaving 121,386 shares worth $4.46M. The position accounts for 0.84% of the portfolio, ranked #31.

Spirit of America Management Corp first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.3M in Q3 2018. 1,130 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Spirit of America Management Corp held 121,386 shares of Enterprise Products Partners worth $4.46M as of Q2 2026.
  • Spirit of America Management Corp sold 13,500 Enterprise Products Partners shares in Q2 2026, an estimated $509K.
  • Enterprise Products Partners made up 0.84% of Spirit of America Management Corp's portfolio in Q2 2026, its #31 holding.
  • Spirit of America Management Corp first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • Spirit of America Management Corp's Enterprise Products Partners position peaked at $29.3M in Q3 2018.
  • 1,130 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.