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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 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 $32.9B AUM 23.66% 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

AE Wealth Management's EPD Position: Q2 2026 in Review

AE Wealth Management increased its Enterprise Products Partners (EPD) stake by 19% in Q2 2026, buying an estimated $329K and bringing the position to 53,516 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #666.

AE Wealth Management first reported a position in EPD in Q1 2017 and has held it in 38 quarters since. The position peaked at $16.3M in Q1 2022. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • AE Wealth Management held 53,516 shares of Enterprise Products Partners worth $1.97M as of Q2 2026.
  • AE Wealth Management bought 8,727 Enterprise Products Partners shares in Q2 2026, an estimated $329K.
  • Enterprise Products Partners made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #666 holding.
  • AE Wealth Management first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 38 quarters since.
  • AE Wealth Management's Enterprise Products Partners position peaked at $16.3M in Q1 2022.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.