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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
2024
Q1 		– Sell
-23,000
Closed -$67 – 1388
2023
Q4 		$67 Hold
23,000
– – ﹤0.01% 2040
2023
Q3 		$1.4K Buy
+23,000
New +$615K ﹤0.01% 1936

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. 1,607 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.
  • 1,607 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.