AssuredPartners Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

AssuredPartners Investment 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	$540K	Buy	14,271 +131	+0.9%	+$4.64K	0.06%	241
2025 Q4	$453K	Buy	14,140 +1,242	+10%	+$39.3K	0.07%	227
2025 Q3	$403K	Sell	12,898 -1,193	-8%	-$37.6K	0.09%	167
2025 Q2	$437K	Buy	14,091 +1,628	+13%	+$50.7K	0.11%	148
2025 Q1	$425K	Buy	12,463 +207	+2%	+$6.89K	0.08%	217
2024 Q4	$384K	Buy	+12,256	New	+$376K	0.07%	242

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

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

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

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 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

AssuredPartners Investment Advisors's EPD Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.93% in Q1 2026, buying an estimated $4.64K and bringing the position to 14,271 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #241.

AssuredPartners Investment Advisors first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

AssuredPartners Investment Advisors held 14,271 shares of Enterprise Products Partners worth $540K as of Q1 2026.
AssuredPartners Investment Advisors bought 131 Enterprise Products Partners shares in Q1 2026, an estimated $4.64K.
Enterprise Products Partners made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #241 holding.
AssuredPartners Investment Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.