Baer Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Baer Investment Advisory’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	$2.73M	Sell	72,091 -7,683	-10%	-$272K	2.73%	17
2025 Q4	$2.56M	Buy	79,774 +33,549	+73%	+$1.06M	2.43%	17
2025 Q3	$1.45M	Sell	46,225 -18,442	-29%	-$582K	1.24%	29
2025 Q2	$2.01M	Buy	64,667 +20,801	+47%	+$648K	2.28%	22
2025 Q1	$1.5M	Buy	43,866 +20,165	+85%	+$672K	1.94%	22
2024 Q4	$793K	Buy	+23,701	New	+$728K	0.85%	23

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 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

Baer Investment Advisory's EPD Position: Q1 2026 in Review

Baer Investment Advisory reduced its Enterprise Products Partners (EPD) stake by 9.6% in Q1 2026, selling an estimated $272K and leaving 72,091 shares worth $2.73M. The position accounts for 2.73% of the portfolio, ranked #17.

Baer Investment Advisory first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,611 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Baer Investment Advisory held 72,091 shares of Enterprise Products Partners worth $2.73M as of Q1 2026.
Baer Investment Advisory sold 7,683 Enterprise Products Partners shares in Q1 2026, an estimated $272K.
Enterprise Products Partners made up 2.73% of Baer Investment Advisory's portfolio in Q1 2026, its #17 holding.
Baer Investment Advisory first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,611 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.