Wellington Capital Management’s Enterprise Products Partners EPD Stock Holding History

Wellington Capital 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
2025 Q2	$595K	Buy	+6,600	New	+$206K	0.89%	31

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Neuberger Berman Group New York $131B AUM 28.36% 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

Wellington Capital Management's EPD Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Enterprise Products Partners (EPD) in Q2 2025: 6,600 shares worth $595K. The stake represents 0.89% of the portfolio and ranks #31 among its holdings.

1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Wellington Capital Management held 6,600 shares of Enterprise Products Partners worth $595K as of Q2 2025.
Enterprise Products Partners was a new Wellington Capital Management position in Q2 2025.
Enterprise Products Partners made up 0.89% of Wellington Capital Management's portfolio in Q2 2025, its #31 holding.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.