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Briaud Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Briaud Financial Planning’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 		– Sell
-2,000
Closed -$62K – 203
2024
Q4 		$62K Buy
+2,000
New +$61.4K 0.03% 73

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Goldman Sachs
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
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

Briaud Financial Planning's EPD Position: Q1 2025 in Review

Briaud Financial Planning sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 2,000 shares — an estimated $62K sold.

Briaud Financial Planning first reported a position in EPD in Q4 2024 and held it in 1 quarter. The position peaked at $62K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Briaud Financial Planning reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 2,000 Enterprise Products Partners shares in Q1 2025, an estimated $62K.
  • Briaud Financial Planning first reported a position in Enterprise Products Partners in Q4 2024 and held it in 1 quarter.
  • Briaud Financial Planning's Enterprise Products Partners position peaked at $62K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Briaud Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.