ZEGA Investments’s Enterprise Products Partners EPD Stock Holding History

ZEGA Investments’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	$940K	Sell	25,563 -170	-0.7%	-$6.42K	0.1%	129
2026 Q1	$974K	Buy	25,733 +241	+0.9%	+$8.53K	0.11%	112
2025 Q4	$817K	Buy	25,492 +667	+3%	+$21.1K	0.1%	110
2025 Q3	$776K	Buy	24,825 +265	+1%	+$8.36K	0.1%	103
2025 Q2	$762K	Buy	24,560 +7,755	+46%	+$242K	0.1%	87
2025 Q1	$574K	Sell	16,805 -4,394	-21%	-$146K	0.09%	94
2024 Q4	$712K	Buy	+21,199	New	+$651K	0.18%	67

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

ZEGA Investments's EPD Position: Q2 2026 in Review

ZEGA Investments reduced its Enterprise Products Partners (EPD) stake by 0.66% in Q2 2026, selling an estimated $6.42K and leaving 25,563 shares worth $940K. The position accounts for 0.1% of the portfolio, ranked #129.

ZEGA Investments first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $974K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

ZEGA Investments held 25,563 shares of Enterprise Products Partners worth $940K as of Q2 2026.
ZEGA Investments sold 170 Enterprise Products Partners shares in Q2 2026, an estimated $6.42K.
Enterprise Products Partners made up 0.1% of ZEGA Investments's portfolio in Q2 2026, its #129 holding.
ZEGA Investments first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
ZEGA Investments's Enterprise Products Partners position peaked at $974K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.