Aviance Capital Partners’s Enterprise Products Partners EPD Stock Holding History

Aviance Capital Partners’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	$820K	Buy	21,675 +4,881	+29%	+$173K	0.1%	177
2025 Q4	$538K	Buy	16,794 +2,502	+18%	+$79.1K	0.06%	224
2025 Q3	$447K	Buy	14,292 +3,002	+27%	+$94.7K	0.05%	256
2025 Q2	$350K	Buy	11,290 +2	+0%	+$62	0.05%	269
2025 Q1	$385K	Sell	11,288 -987	-8%	-$32.9K	0.05%	241
2024 Q4	$385K	Buy	12,275 +100	+0.8%	+$3.07K	0.05%	236
2024 Q3	$354K	Buy	12,175 +50	+0.4%	+$1.46K	0.05%	259
2024 Q2	$351K	Sell	12,125 -2,550	-17%	-$73.1K	0.05%	241
2024 Q1	$428K	Buy	14,675 +5,000	+52%	+$137K	0.06%	224
2023 Q4	$255K	Sell	9,675 -1,500	-13%	-$40K	0.05%	217
2023 Q3	$306K	Buy	11,175 +1,800	+19%	+$48.1K	0.07%	205
2023 Q2	$247K	Hold	9,375	–	–	0.05%	226
2023 Q1	$243K	Hold	9,375	–	–	0.05%	232
2022 Q4	$226K	Buy	9,375 +25	+0.3%	+$615	0.05%	253
2022 Q3	$222K	Buy	9,350 +19	+0.2%	+$490	0.06%	238
2022 Q2	$227K	Buy	9,331 +1	+0%	+$26	0.05%	245
2022 Q1	$241K	Buy	9,330 +55	+0.6%	+$1.33K	0.04%	234
2021 Q4	$204K	Buy	+9,275	New	+$208K	0.03%	246
2021 Q3	–	Sell	-9,423	Closed	-$227K	–	256
2021 Q2	$227K	Sell	9,423 -50	-0.5%	-$1.18K	0.04%	232
2021 Q1	$209K	Sell	9,473 -600	-6%	-$13.2K	0.04%	256
2020 Q4	$197K	Sell	10,073 -275	-3%	-$5.12K	0.04%	248
2020 Q3	$163K	Sell	10,348 -250	-2%	-$4.38K	0.04%	234
2020 Q2	$193K	Sell	10,598 -4,800	-31%	-$85.8K	0.05%	231
2020 Q1	$220K	Sell	15,398 -28,996	-65%	-$673K	0.07%	194
2019 Q4	$1.25M	Buy	44,394 +5,805	+15%	+$157K	0.32%	91
2019 Q3	$1.1M	Sell	38,589 -545	-1%	-$15.9K	0.32%	97
2019 Q2	$1.13M	Buy	39,134 +1,640	+4%	+$47.3K	0.31%	99
2019 Q1	$1.09M	Buy	37,494 +1,391	+4%	+$38.9K	0.31%	88
2018 Q4	$887K	Sell	36,103 -2,501	-6%	-$66.9K	0.31%	96
2018 Q3	$1.11M	Buy	38,604 +1,156	+3%	+$33.4K	0.27%	95
2018 Q2	$1.04M	Buy	37,448 +778	+2%	+$21.3K	0.3%	86
2018 Q1	$897K	Buy	36,670 +4,364	+14%	+$116K	0.27%	108
2017 Q4	$856K	Sell	32,306 -10,942	-25%	-$277K	0.28%	109
2017 Q3	$1.13M	Sell	43,248 -2,394	-5%	-$63.3K	0.38%	72
2017 Q2	$1.24M	Sell	45,642 -5,604	-11%	-$152K	0.4%	69
2017 Q1	$1.42M	Sell	51,246 -9,120	-15%	-$255K	0.52%	56
2016 Q4	$1.63M	Sell	60,366 -4,244	-7%	-$111K	0.58%	46
2016 Q3	$1.78M	Buy	64,610 +543	+0.8%	+$15K	0.63%	44
2016 Q2	$1.88M	Sell	64,067 -573	-0.9%	-$15.4K	0.69%	39
2016 Q1	$1.59M	Sell	64,640 -25,138	-28%	-$585K	0.55%	47
2015 Q4	$2.3M	Sell	89,778 -1,655	-2%	-$43K	0.79%	28
2015 Q3	$2.28M	Buy	91,433 +15,124	+20%	+$420K	0.94%	22
2015 Q2	$2.28M	Sell	76,309 -356	-0.5%	-$11.7K	0.85%	21
2015 Q1	$2.52M	Buy	76,665 +22,687	+42%	+$760K	0.93%	21
2014 Q4	$1.95M	Buy	53,978 +478	+0.9%	+$17.7K	0.73%	32
2014 Q3	$2.16M	Hold	53,500	–	–	0.82%	26
2014 Q2	$2.09M	Sell	53,500 -400	-0.7%	-$14.8K	0.82%	24
2014 Q1	$1.87M	Sell	53,900 -5,800	-10%	-$192K	0.79%	27
2013 Q4	$1.98M	Sell	59,700 -4,000	-6%	-$125K	0.83%	27
2013 Q3	$1.94M	Buy	63,700 +800	+1%	+$24.5K	0.91%	27
2013 Q2	$1.96M	Buy	+62,900	New	+$1.91M	1.06%	24

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

Aviance Capital Partners's EPD Position: Q1 2026 in Review

Aviance Capital Partners increased its Enterprise Products Partners (EPD) stake by 29% in Q1 2026, buying an estimated $173K and bringing the position to 21,675 shares worth $820K. The position accounts for 0.1% of the portfolio, ranked #177.

Aviance Capital Partners first reported a position in EPD in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.52M in Q1 2015. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Aviance Capital Partners held 21,675 shares of Enterprise Products Partners worth $820K as of Q1 2026.
Aviance Capital Partners bought 4,881 Enterprise Products Partners shares in Q1 2026, an estimated $173K.
Enterprise Products Partners made up 0.1% of Aviance Capital Partners's portfolio in Q1 2026, its #177 holding.
Aviance Capital Partners first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 51 quarters since.
Aviance Capital Partners's Enterprise Products Partners position peaked at $2.52M in Q1 2015.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.