AlphaQ Advisors’s Enterprise Products Partners EPD Stock Holding History

AlphaQ Advisors’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
2025 Q1	$3.27M	Buy	95,785 +4,163	+5%	+$139K	7.84%	2
2024 Q4	$2.87M	Sell	91,622 -2,625	-3%	-$80.6K	7.86%	2
2024 Q3	$2.74M	Sell	94,247 -464	-0.5%	-$13.6K	7.61%	3
2024 Q2	$2.74M	Sell	94,711 -2,226	-2%	-$63.8K	8%	3
2024 Q1	$2.83M	Buy	96,937 +1,373	+1%	+$37.7K	1.7%	17
2023 Q4	$2.52M	Sell	95,564 -50,802	-35%	-$1.35M	1.75%	14
2023 Q3	$4.01M	Sell	146,366 -32,383	-18%	-$866K	3.47%	2
2023 Q2	$4.71M	Buy	178,749 +2,538	+1%	+$66.3K	3.47%	3
2023 Q1	$4.56M	Sell	176,211 -2,835	-2%	-$72.8K	3.88%	3
2022 Q4	$4.32M	Buy	+179,046	New	+$4.41M	3.74%	3

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

TCA

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

KACA

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

AlphaQ Advisors's EPD Position: Q1 2025 in Review

AlphaQ Advisors increased its Enterprise Products Partners (EPD) stake by 4.5% in Q1 2025, buying an estimated $139K and bringing the position to 95,785 shares worth $3.27M. The position accounts for 7.84% of the portfolio, ranked #2.

AlphaQ Advisors first reported a position in EPD in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.71M in Q2 2023. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

AlphaQ Advisors held 95,785 shares of Enterprise Products Partners worth $3.27M as of Q1 2025.
AlphaQ Advisors bought 4,163 Enterprise Products Partners shares in Q1 2025, an estimated $139K.
Enterprise Products Partners made up 7.84% of AlphaQ Advisors's portfolio in Q1 2025, its #2 holding.
AlphaQ Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 10 quarters since.
AlphaQ Advisors's Enterprise Products Partners position peaked at $4.71M in Q2 2023.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.