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Bridgelight Financial Advisors, Inc.’s Enterprise Products Partners EPD Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$8.48M Buy
230,599
+9,221
+4% +$348K 5.81% 7
2026
Q1 		$8.38M Buy
221,378
+2,766
+1% +$97.9K 7.1% 6
2025
Q4 		$7.01M Buy
+218,612
New +$6.91M 5.97% 9

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s EPD Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its Enterprise Products Partners (EPD) stake by 4.2% in Q2 2026, buying an estimated $348K and bringing the position to 230,599 shares worth $8.48M. The position accounts for 5.81% of the portfolio, ranked #7.

Bridgelight Financial Advisors, Inc. first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 230,599 shares of Enterprise Products Partners worth $8.48M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 9,221 Enterprise Products Partners shares in Q2 2026, an estimated $348K.
  • Enterprise Products Partners made up 5.81% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #7 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.