Tortoise Investment Management’s Enterprise Products Partners EPD Stock Holding History

Tortoise Investment 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 Q1	$201K	Buy	+5,300	New	+$188K	0.02%	237
2025 Q4	–	Sell	-5,920	Closed	-$185K	–	611
2025 Q3	$185K	Buy	5,920 +1,000	+20%	+$31.5K	0.02%	236
2025 Q2	$153K	Hold	4,920	–	–	0.01%	248
2025 Q1	$168K	Buy	4,920 +2,200	+81%	+$73.3K	0.02%	230
2024 Q4	$85.3K	Hold	2,720	–	–	0.01%	332
2024 Q3	$79.2K	Hold	2,720	–	–	0.01%	341
2024 Q2	$78.8K	Hold	2,720	–	–	0.01%	332
2024 Q1	$79.4K	Sell	2,720 -196	-7%	-$5.38K	0.01%	321
2023 Q4	$76.8K	Hold	2,916	–	–	0.01%	311
2023 Q3	$79.8K	Sell	2,916 -38	-1%	-$1.02K	0.01%	292
2023 Q2	$77.8K	Hold	2,954	–	–	0.01%	305
2023 Q1	$76.5K	Buy	2,954 +234	+9%	+$6.01K	0.01%	294
2022 Q4	$65.6K	Hold	2,720	–	–	0.01%	303
2022 Q3	$65K	Hold	2,720	–	–	0.01%	284
2022 Q2	$66K	Hold	2,720	–	–	0.01%	269
2022 Q1	$70K	Hold	2,720	–	–	0.01%	271
2021 Q4	$60K	Sell	2,720 -8,000	-75%	-$179K	0.01%	278
2021 Q3	$232K	Sell	10,720 -500	-4%	-$11.4K	0.05%	146
2021 Q2	$271K	Sell	11,220 -2,500	-18%	-$59.2K	0.06%	134
2021 Q1	$302K	Hold	13,720	–	–	0.07%	126
2020 Q4	$269K	Hold	13,720	–	–	0.06%	125
2020 Q3	$217K	Hold	13,720	–	–	0.05%	128
2020 Q2	$249K	Hold	13,720	–	–	0.06%	116
2020 Q1	$196K	Hold	13,720	–	–	0.06%	128
2019 Q4	$386K	Hold	13,720	–	–	0.09%	103
2019 Q3	$392K	Sell	13,720 -208	-1%	-$6.06K	0.1%	106
2019 Q2	$402K	Hold	13,928	–	–	0.1%	105
2019 Q1	$405K	Buy	13,928 +208	+2%	+$5.81K	0.11%	103
2018 Q4	$337K	Hold	13,720	–	–	0.09%	113
2018 Q3	$394K	Hold	13,720	–	–	0.1%	106
2018 Q2	$380K	Buy	13,720 +720	+6%	+$19.7K	0.1%	106
2018 Q1	$318K	Sell	13,000 -900	-6%	-$24K	0.09%	114
2017 Q4	$368K	Hold	13,900	–	–	0.11%	104
2017 Q3	$362K	Buy	13,900 +13,000	+1,444%	+$344K	0.11%	99
2017 Q2	$24K	Hold	900	–	–	0.01%	274
2017 Q1	$25K	Hold	900	–	–	0.01%	255
2016 Q4	$24K	Hold	900	–	–	0.01%	256
2016 Q3	$25K	Hold	900	–	–	0.01%	237
2016 Q2	$26K	Buy	+900	New	+$24.2K	0.01%	242
2015 Q2	–	Sell	-250	Closed	-$8K	–	435
2015 Q1	$8K	Hold	250	–	–	﹤0.01%	307
2014 Q4	$9K	Sell	250 -850	-77%	-$31.4K	﹤0.01%	321
2014 Q3	$44K	Hold	1,100	–	–	0.02%	216
2014 Q2	$43K	Buy	1,100 +850	+340%	+$31.4K	0.02%	220
2014 Q1	$9K	Hold	250	–	–	﹤0.01%	273
2013 Q4	$8K	Hold	250	–	–	﹤0.01%	258
2013 Q3	$8K	Hold	250	–	–	﹤0.01%	245
2013 Q2	$8K	Buy	+250	New	+$7.58K	0.01%	244