Accordant Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Accordant Advisory 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 Q1	$37.7K	Buy	996 +100	+11%	+$3.54K	0.02%	97
2025 Q4	$28.7K	Hold	896	–	–	0.02%	106
2025 Q3	$28K	Hold	896	–	–	0.02%	107
2025 Q2	$27.8K	Hold	896	–	–	0.02%	104
2025 Q1	$30.6K	Hold	896	–	–	0.03%	83
2024 Q4	$28.1K	Buy	+896	New	+$27.5K	0.03%	88
2024 Q3	–	Hold	0	–	–	–	98
2024 Q2	–	Sell	-896	Closed	-$25.7K	–	98
2024 Q1	$26.1K	Buy	+896	New	+$24.6K	0.02%	147

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Accordant Advisory Group's EPD Position: Q1 2026 in Review

Accordant Advisory Group increased its Enterprise Products Partners (EPD) stake by 11% in Q1 2026, buying an estimated $3.54K and bringing the position to 996 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #97.

Accordant Advisory Group first reported a position in EPD in Q1 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Accordant Advisory Group held 996 shares of Enterprise Products Partners worth $37.7K as of Q1 2026.
Accordant Advisory Group bought 100 Enterprise Products Partners shares in Q1 2026, an estimated $3.54K.
Enterprise Products Partners made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #97 holding.
Accordant Advisory Group first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 7 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.