Westbourne Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Westbourne Investment 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	$779K	Hold	21,200	–	–	0.21%	67
2026 Q1	$802K	Sell	21,200 -1,500	-7%	-$53.1K	0.23%	64
2025 Q4	$728K	Hold	22,700	–	–	0.2%	68
2025 Q3	$710K	Buy	22,700 +1,500	+7%	+$47.3K	0.2%	67
2025 Q2	$657K	Buy	+21,200	New	+$660K	0.2%	69
2020 Q2	–	Sell	-11,800	Closed	-$169K	–	59
2020 Q1	$169K	Sell	11,800 -2,500	-17%	-$58.1K	0.16%	84
2019 Q4	$403K	Sell	14,300 -1,000	-7%	-$27.1K	0.27%	71
2019 Q3	$437K	Sell	15,300 -1,200	-7%	-$34.9K	0.33%	66
2019 Q2	$476K	Sell	16,500 -2,000	-11%	-$57.6K	0.39%	61
2019 Q1	$538K	Hold	18,500	–	–	0.41%	60
2018 Q4	$455K	Hold	18,500	–	–	0.39%	60
2018 Q3	$532K	Buy	18,500 +9,000	+95%	+$260K	0.39%	61
2018 Q2	$263K	Hold	9,500	–	–	0.23%	82
2018 Q1	$233K	Hold	9,500	–	–	0.19%	94
2017 Q4	$252K	Hold	9,500	–	–	0.19%	95
2017 Q3	$248K	Hold	9,500	–	–	0.19%	92
2017 Q2	$257K	Hold	9,500	–	–	0.21%	95
2017 Q1	$262K	Hold	9,500	–	–	0.22%	94
2016 Q4	$257K	Hold	9,500	–	–	0.22%	86
2016 Q3	$262K	Sell	9,500 -1,000	-10%	-$27.6K	0.23%	87
2016 Q2	$307K	Hold	10,500	–	–	0.28%	83
2016 Q1	$259K	Buy	10,500 +1,500	+17%	+$34.9K	0.25%	88
2015 Q4	$230K	Buy	9,000 +300	+3%	+$7.79K	0.22%	94
2015 Q3	$217K	Buy	+8,700	New	+$241K	0.22%	100

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 $32.9B AUM 23.66% 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

Westbourne Investment Advisors's EPD Position: Q2 2026 in Review

Westbourne Investment Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 21,200 shares worth $779K. The position accounts for 0.21% of the portfolio, ranked #67.

Westbourne Investment Advisors first reported a position in EPD in Q3 2015 and has held it in 24 quarters since. The position peaked at $802K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Westbourne Investment Advisors held 21,200 shares of Enterprise Products Partners worth $779K as of Q2 2026.
Westbourne Investment Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.21% of Westbourne Investment Advisors's portfolio in Q2 2026, its #67 holding.
Westbourne Investment Advisors first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 24 quarters since.
Westbourne Investment Advisors's Enterprise Products Partners position peaked at $802K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.