Waterloo Capital’s Enterprise Products Partners EPD Stock Holding History

Waterloo Capital’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	$710K	Buy	18,761 +4,449	+31%	+$157K	0.05%	251
2025 Q4	$459K	Buy	14,312 +170	+1%	+$5.38K	0.03%	303
2025 Q3	$442K	Buy	14,142 +136	+1%	+$4.29K	0.03%	298
2025 Q2	$434K	Buy	14,006 +131	+0.9%	+$4.08K	0.04%	295
2025 Q1	$474K	Buy	13,875 +123	+0.9%	+$4.1K	0.04%	252
2024 Q4	$431K	Buy	13,752 +129	+0.9%	+$3.96K	0.05%	252
2024 Q3	$397K	Sell	13,623 -566	-4%	-$16.5K	0.04%	275
2024 Q2	$411K	Buy	14,189 +130	+0.9%	+$3.73K	0.05%	245
2024 Q1	$410K	Buy	14,059 +837	+6%	+$23K	0.05%	249
2023 Q4	$348K	Buy	13,222 +2,778	+27%	+$74K	0.06%	266
2023 Q3	$286K	Buy	10,444 +129	+1%	+$3.45K	0.08%	151
2023 Q2	$272K	Buy	10,315 +129	+1%	+$3.37K	0.08%	147
2023 Q1	$264K	Buy	+10,186	New	+$262K	0.08%	145
2020 Q1	$179K	Buy	+12,510	New	+$291K	0.13%	147

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Waterloo Capital's EPD Position: Q1 2026 in Review

Waterloo Capital increased its Enterprise Products Partners (EPD) stake by 31% in Q1 2026, buying an estimated $157K and bringing the position to 18,761 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #251.

Waterloo Capital first reported a position in EPD in Q1 2020 and has held it in 14 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Waterloo Capital held 18,761 shares of Enterprise Products Partners worth $710K as of Q1 2026.
Waterloo Capital bought 4,449 Enterprise Products Partners shares in Q1 2026, an estimated $157K.
Enterprise Products Partners made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #251 holding.
Waterloo Capital first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 14 quarters since.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.