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Sunbeam Capital Management’s Enterprise Products Partners EPD Stock Holding History

Sunbeam Capital Management’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 		$925K Buy
25,153
+18
+0.1% +$679 0.42% 50
2026
Q1 		$951K Sell
25,135
-35
-0.1% -$1.24K 0.54% 36
2025
Q4 		$807K Buy
25,170
+22
+0.1% +$696 0.48% 39
2025
Q3 		$786K Buy
25,148
+16,005
+175% +$505K 0.49% 41
2025
Q2 		$284K Buy
9,143
+19
+0.2% +$592 0.21% 71
2025
Q1 		$311K Buy
9,124
+19
+0.2% +$633 0.3% 58
2024
Q4 		$286K Buy
+9,105
New +$280K 0.27% 65

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Sunbeam Capital Management's EPD Position: Q2 2026 in Review

Sunbeam Capital Management increased its Enterprise Products Partners (EPD) stake by 0.07% in Q2 2026, buying an estimated $679 and bringing the position to 25,153 shares worth $925K. The position accounts for 0.42% of the portfolio, ranked #50.

Sunbeam Capital Management first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $951K in Q1 2026. 765 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sunbeam Capital Management held 25,153 shares of Enterprise Products Partners worth $925K as of Q2 2026.
  • Sunbeam Capital Management bought 18 Enterprise Products Partners shares in Q2 2026, an estimated $679.
  • Enterprise Products Partners made up 0.42% of Sunbeam Capital Management's portfolio in Q2 2026, its #50 holding.
  • Sunbeam Capital Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's Enterprise Products Partners position peaked at $951K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.