World Equity Group’s Enterprise Products Partners EPD Stock Holding History

World Equity Group’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	$248K	Buy	6,751 +66	+1%	+$2.49K	0.06%	337
2026 Q1	$253K	Buy	+6,685	New	+$237K	0.07%	323
2025 Q2	–	Sell	-15,840	Closed	-$511K	–	330
2025 Q1	$511K	Buy	15,840 +98	+0.6%	+$3.26K	0.15%	145
2024 Q4	$494K	Buy	+15,742	New	+$484K	0.11%	193
2024 Q2	–	Sell	-13,964	Closed	-$407K	–	281
2024 Q1	$407K	Buy	13,964 +1,358	+11%	+$37.3K	0.08%	206
2023 Q4	$332K	Buy	12,606 +202	+2%	+$5.38K	0.07%	237
2023 Q3	$339K	Buy	+12,404	New	+$332K	0.07%	248

Other funds holding EPD

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return