AWM
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AE Wealth Management’s Enterprise Products Partners EPD Stock Holding History

AE Wealth Management’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 		$1.69M Sell
44,789
-4,008
-8% -$142K 0.01% 698
2025
Q4 		$1.56M Buy
48,797
+3,516
+8% +$111K 0.01% 681
2025
Q3 		$1.42M Buy
45,281
+1,779
+4% +$56.1K 0.01% 665
2025
Q2 		$1.35M Sell
43,502
-9,003
-17% -$280K 0.01% 641
2025
Q1 		$1.79M Buy
52,505
+9,860
+23% +$328K 0.02% 553
2024
Q4 		$1.34M Buy
42,645
+6,002
+16% +$184K 0.01% 640
2024
Q3 		$1.07M Buy
36,643
+1,619
+5% +$47.3K 0.01% 678
2024
Q2 		$1.01M Buy
35,024
+14,122
+68% +$405K 0.01% 697
2024
Q1 		$610K Sell
20,902
-342,455
-94% -$9.4M 0.01% 770
2023
Q4 		$9.96M Sell
363,357
-4,779
-1% -$127K 0.05% 396
2023
Q3 		$10.1M Buy
368,136
+269
+0.1% +$7.2K 0.06% 375
2023
Q2 		$9.69M Sell
367,867
-15,914
-4% -$416K 0.06% 378
2023
Q1 		$9.94M Sell
383,781
-80,920
-17% -$2.08M 0.06% 340
2022
Q4 		$11.2M Buy
464,701
+30,358
+7% +$747K 0.08% 293
2022
Q3 		$10.3M Sell
434,343
-70,360
-14% -$1.82M 0.08% 257
2022
Q2 		$12.3M Sell
504,703
-128,262
-20% -$3.37M 0.1% 226
2022
Q1 		$16.3M Buy
632,965
+71,339
+13% +$1.73M 0.11% 182
2021
Q4 		$12.3M Sell
561,626
-37,553
-6% -$842K 0.09% 228
2021
Q3 		$13M Buy
599,179
+102,829
+21% +$2.34M 0.11% 201
2021
Q2 		$12M Buy
496,350
+20,494
+4% +$485K 0.1% 196
2021
Q1 		$10.5M Buy
475,856
+247,850
+109% +$5.45M 0.11% 195
2020
Q4 		$4.47M Sell
228,006
-41,653
-15% -$776K 0.05% 293
2020
Q3 		$4.26M Sell
269,659
-93,415
-26% -$1.64M 0.06% 260
2020
Q2 		$6.6M Buy
363,074
+28,667
+9% +$513K 0.1% 187
2020
Q1 		$4.78M Buy
334,407
+188,315
+129% +$4.37M 0.11% 171
2019
Q4 		$4.11M Buy
146,092
+102
+0.1% +$2.77K 0.09% 210
2019
Q3 		$4.17M Buy
145,990
+15,135
+12% +$441K 0.12% 165
2019
Q2 		$3.78M Buy
130,855
+112,503
+613% +$3.24M 0.11% 157
2019
Q1 		$534K Buy
18,352
+3,387
+23% +$94.6K 0.04% 329
2018
Q4 		$368K Sell
14,965
-12,145
-45% -$325K 0.06% 301
2018
Q3 		$779K Buy
27,110
+13,433
+98% +$388K 0.04% 259
2018
Q2 		$378K Buy
13,677
+3,100
+29% +$84.8K 0.03% 295
2018
Q1 		$259K Sell
10,577
-1,124
-10% -$29.9K 0.02% 356
2017
Q4 		$310K Buy
11,701
+3,235
+38% +$81.9K 0.03% 310
2017
Q3 		$221K Buy
8,466
+224
+3% +$5.92K 0.02% 366
2017
Q2 		$223K Buy
8,242
+514
+7% +$13.9K 0.03% 338
2017
Q1 		$213K Buy
+7,728
New +$216K 0.04% 253

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

AE Wealth Management's EPD Position: Q1 2026 in Review

AE Wealth Management reduced its Enterprise Products Partners (EPD) stake by 8.2% in Q1 2026, selling an estimated $142K and leaving 44,789 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #698.

AE Wealth Management first reported a position in EPD in Q1 2017 and has held it in 37 quarters since. The position peaked at $16.3M in Q1 2022. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • AE Wealth Management held 44,789 shares of Enterprise Products Partners worth $1.69M as of Q1 2026.
  • AE Wealth Management sold 4,008 Enterprise Products Partners shares in Q1 2026, an estimated $142K.
  • Enterprise Products Partners made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #698 holding.
  • AE Wealth Management first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's Enterprise Products Partners position peaked at $16.3M in Q1 2022.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.