Wealth Enhancement Advisory Services
EPD icon

Wealth Enhancement Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Wealth Enhancement Advisory Services’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 		$29.4M Sell
788,859
-49,647
-6% -$1.87M 0.05% 327
2026
Q1 		$31.5M Sell
838,506
-356,450
-30% -$12.6M 0.06% 277
2025
Q4 		$37.9M Buy
1,194,956
+21,729
+2% +$687K 0.05% 315
2025
Q3 		$37.2M Buy
1,173,227
+9,330
+0.8% +$294K 0.06% 296
2025
Q2 		$36.7M Buy
1,163,897
+47,829
+4% +$1.49M 0.06% 281
2025
Q1 		$38.1M Buy
1,116,068
+47,784
+4% +$1.59M 0.07% 256
2024
Q4 		$33.5M Buy
1,068,284
+106,895
+11% +$3.28M 0.06% 274
2024
Q3 		$28M Buy
961,389
+14,760
+2% +$431K 0.06% 292
2024
Q2 		$27.4M Buy
946,629
+36,431
+4% +$1.04M 0.07% 277
2024
Q1 		$26.6M Buy
910,198
+28,767
+3% +$790K 0.07% 265
2023
Q4 		$23.2M Buy
881,431
+98,058
+13% +$2.61M 0.07% 275
2023
Q3 		$21.4M Buy
+783,373
New +$21M 0.07% 266
2023
Q2 		– Sell
-40,854
Closed -$1.06M – 533
2023
Q1 		$1.06M Buy
+40,854
New +$1.05M 0.01% 299

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Wealth Enhancement Advisory Services's EPD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Enterprise Products Partners (EPD) stake by 5.9% in Q2 2026, selling an estimated $1.87M and leaving 788,859 shares worth $29.4M. The position accounts for 0.05% of the portfolio, ranked #327.

Wealth Enhancement Advisory Services first reported a position in EPD in Q1 2023 and has held it in 13 quarters since. The position peaked at $38.1M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 788,859 shares of Enterprise Products Partners worth $29.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 49,647 Enterprise Products Partners shares in Q2 2026, an estimated $1.87M.
  • Enterprise Products Partners made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #327 holding.
  • Wealth Enhancement Advisory Services first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Enterprise Products Partners position peaked at $38.1M in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.