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 Q3	$896K	Buy	25,172 +19	+0.1%	+$725	0.41%	50
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

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Sunbeam Capital Management's EPD Position: Q3 2026 in Review

Sunbeam Capital Management increased its Enterprise Products Partners (EPD) stake by 0.08% in Q3 2026, buying an estimated $725 and bringing the position to 25,172 shares worth $896K. The position accounts for 0.41% of the portfolio, ranked #50.

Sunbeam Capital Management first reported a position in EPD in Q4 2024 and has held it in 8 quarters since. The position peaked at $951K in Q1 2026. 971 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Sunbeam Capital Management held 25,172 shares of Enterprise Products Partners worth $896K as of Q3 2026.
Sunbeam Capital Management bought 19 Enterprise Products Partners shares in Q3 2026, an estimated $725.
Enterprise Products Partners made up 0.41% of Sunbeam Capital Management's portfolio in Q3 2026, its #50 holding.
Sunbeam Capital Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's Enterprise Products Partners position peaked at $951K in Q1 2026.
971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.