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Steel Grove Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Steel Grove Capital 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 		$404K Hold
11,000
– – 0.04% 154
2026
Q1 		$416K Hold
11,000
– – 0.04% 152
2025
Q4 		$353K Buy
+11,000
New +$348K 0.04% 142
2025
Q2 		– Sell
-5,500
Closed -$188K – 183
2025
Q1 		$188K Buy
+5,500
New +$183K 0.03% 158

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

Steel Grove Capital Advisors's EPD Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Enterprise Products Partners (EPD) stake by 6% in Q2 2026, selling an estimated $224K and leaving 93,220 shares worth $3.43M. The position accounts for 0.32% of the portfolio, ranked #29.

Steel Grove Capital Advisors first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.5M in Q3 2014. 1,153 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Steel Grove Capital Advisors held 93,220 shares of Enterprise Products Partners worth $3.43M as of Q2 2026.
  • Steel Grove Capital Advisors sold 5,926 Enterprise Products Partners shares in Q2 2026, an estimated $224K.
  • Enterprise Products Partners made up 0.32% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Steel Grove Capital Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • Steel Grove Capital Advisors's Enterprise Products Partners position peaked at $17.5M in Q3 2014.
  • 1,153 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.