WCG Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

WCG Wealth 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
2026 Q2	$3.94M	Sell	107,100 -2,966	-3%	-$112K	0.09%	199
2026 Q1	$4.16M	Sell	110,066 -20,384	-16%	-$721K	0.12%	174
2025 Q4	$4.18M	Buy	130,450 +27,743	+27%	+$877K	0.12%	169
2025 Q3	$3.21M	Sell	102,707 -11,974	-10%	-$378K	0.2%	109
2025 Q2	$3.56M	Buy	114,681 +47,513	+71%	+$1.48M	0.23%	109
2025 Q1	$2.29M	Buy	67,168 +33,562	+100%	+$1.12M	0.17%	133
2024 Q4	$1.05M	Buy	33,606 +1,139	+4%	+$35K	0.07%	208
2024 Q3	$945K	Sell	32,467 -74	-0.2%	-$2.16K	0.06%	227
2024 Q2	$943K	Buy	32,541 +4,751	+17%	+$136K	0.07%	198
2024 Q1	$811K	Sell	27,790 -5,615	-17%	-$154K	0.07%	198
2023 Q4	$880K	Buy	33,405 +262	+0.8%	+$6.98K	0.06%	210
2023 Q3	$907K	Buy	+33,143	New	+$887K	0.07%	206

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

WCG Wealth Advisors's EPD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 2.7% in Q2 2026, selling an estimated $112K and leaving 107,100 shares worth $3.94M. The position accounts for 0.09% of the portfolio, ranked #199.

WCG Wealth Advisors first reported a position in EPD in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.18M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

WCG Wealth Advisors held 107,100 shares of Enterprise Products Partners worth $3.94M as of Q2 2026.
WCG Wealth Advisors sold 2,966 Enterprise Products Partners shares in Q2 2026, an estimated $112K.
Enterprise Products Partners made up 0.09% of WCG Wealth Advisors's portfolio in Q2 2026, its #199 holding.
WCG Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's Enterprise Products Partners position peaked at $4.18M in Q4 2025.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.