SFC
EPD icon

Strategic Financial Concepts’s Enterprise Products Partners EPD Stock Holding History

Strategic Financial Concepts’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 		$354K Buy
9,617
+730
+8% +$27.5K 0.11% 166
2026
Q1 		$336K Buy
+8,887
New +$315K 0.08% 199
2025
Q4 		– Sell
-15,940
Closed -$498K – 162
2025
Q3 		$498K Sell
15,940
-248
-2% -$7.82K 0.07% 135
2025
Q2 		$494K Sell
16,188
-3,904
-19% -$122K 0.07% 146
2025
Q1 		$686K Sell
20,092
-3,328
-14% -$111K 0.13% 161
2024
Q4 		$734K Buy
23,420
+6,283
+37% +$193K 0.14% 150
2024
Q3 		$499K Buy
17,137
+14,735
+613% +$430K 0.16% 118
2024
Q2 		$69.6K Sell
2,402
-15,206
-86% -$436K 0.04% 209
2024
Q1 		$514K Buy
+17,608
New +$483K 0.12% 158
2023
Q4 		– Sell
-17,624
Closed -$482K – 175
2023
Q3 		$482K Sell
17,624
-1,914
-10% -$51.2K 0.16% 140
2023
Q2 		$515K Sell
19,538
-385
-2% -$10.1K 0.19% 121
2023
Q1 		$516K Buy
+19,923
New +$512K 0.21% 108

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Strategic Financial Concepts's EPD Position: Q2 2026 in Review

Strategic Financial Concepts increased its Enterprise Products Partners (EPD) stake by 8.2% in Q2 2026, buying an estimated $27.5K and bringing the position to 9,617 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #166.

Strategic Financial Concepts first reported a position in EPD in Q1 2023 and has held it in 12 quarters since. The position peaked at $734K in Q4 2024. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Strategic Financial Concepts held 9,617 shares of Enterprise Products Partners worth $354K as of Q2 2026.
  • Strategic Financial Concepts bought 730 Enterprise Products Partners shares in Q2 2026, an estimated $27.5K.
  • Enterprise Products Partners made up 0.11% of Strategic Financial Concepts's portfolio in Q2 2026, its #166 holding.
  • Strategic Financial Concepts first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's Enterprise Products Partners position peaked at $734K in Q4 2024.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.