ZI
EPD icon

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 		– Sell
-15,700
Closed -$594K – 341
2026
Q1 		$594K Hold
15,700
– – 0.07% 166
2025
Q4 		$503K Hold
15,700
– – 0.06% 128
2025
Q3 		$491K Buy
+15,700
New +$495K 0.07% 115

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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. 1,592 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.
  • 1,592 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.