Valeo Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-2,000	Closed	-$32K	–	1720
2020 Q3	$32K	Sell	2,000 -2,500	-56%	-$43.8K	﹤0.01%	786
2020 Q2	$81K	Hold	4,500	–	–	0.01%	575
2020 Q1	$74K	Buy	+4,500	New	+$105K	0.01%	494
2019 Q1	–	Sell	-10,000	Closed	-$246K	–	1571
2018 Q4	$246K	Buy	+10,000	New	+$268K	0.03%	233

Other funds holding EPD

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

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

Valeo Financial Advisors's EPD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Enterprise Products Partners (EPD) stake by 1.5% in Q2 2026, selling an estimated $55.2K and leaving 93,271 shares worth $3.43M. The position accounts for 0.07% of the portfolio, ranked #121.

Valeo Financial Advisors first reported a position in EPD in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.7M in Q4 2019. 767 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Valeo Financial Advisors held 93,271 shares of Enterprise Products Partners worth $3.43M as of Q2 2026.
Valeo Financial Advisors sold 1,463 Enterprise Products Partners shares in Q2 2026, an estimated $55.2K.
Enterprise Products Partners made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #121 holding.
Valeo Financial Advisors first reported a position in Enterprise Products Partners in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Enterprise Products Partners position peaked at $4.7M in Q4 2019.
767 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.