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Aptus Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Aptus Capital 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
2026
Q1 		$2.6M Buy
68,736
+49,602
+259% +$1.76M 0.02% 430
2025
Q4 		$613K Sell
19,134
-11,097
-37% -$351K ﹤0.01% 685
2025
Q3 		$945K Buy
30,231
+438
+1% +$13.8K 0.01% 563
2025
Q2 		$924K Buy
29,793
+15,842
+114% +$494K 0.01% 549
2025
Q1 		$476K Sell
13,951
-61,968
-82% -$2.06M ﹤0.01% 651
2024
Q4 		$2.38M Buy
75,919
+67,687
+822% +$2.08M 0.02% 370
2024
Q3 		$240K Buy
+8,232
New +$240K ﹤0.01% 718
2024
Q2 		– Sell
-7,422
Closed -$217K – 1189
2024
Q1 		$217K Buy
+7,422
New +$204K ﹤0.01% 716
2023
Q1 		– Sell
-8,831
Closed -$213K – 817
2022
Q4 		$213K Buy
+8,831
New +$217K 0.01% 466

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

Aptus Capital Advisors's EPD Position: Q1 2026 in Review

Aptus Capital Advisors increased its Enterprise Products Partners (EPD) stake by 259% in Q1 2026, buying an estimated $1.76M and bringing the position to 68,736 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #430.

Aptus Capital Advisors first reported a position in EPD in Q4 2022 and has held it in 9 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Aptus Capital Advisors held 68,736 shares of Enterprise Products Partners worth $2.6M as of Q1 2026.
  • Aptus Capital Advisors bought 49,602 Enterprise Products Partners shares in Q1 2026, an estimated $1.76M.
  • Enterprise Products Partners made up 0.02% of Aptus Capital Advisors's portfolio in Q1 2026, its #430 holding.
  • Aptus Capital Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 9 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.