Bridgewealth Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Bridgewealth Advisory Group’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	$226K	Buy	+5,966	New	+$211K	0.05%	118
2025 Q4	–	Sell	-7,050	Closed	-$220K	–	131
2025 Q3	$220K	Buy	7,050 +9	+0.1%	+$284	0.05%	110
2025 Q2	$218K	Buy	+7,041	New	+$219K	0.06%	105
2025 Q1	–	Sell	-10,025	Closed	-$333K	–	63
2024 Q4	$333K	Buy	10,025 +697	+7%	+$21.4K	0.09%	78
2024 Q3	$272K	Sell	9,328 -2,915	-24%	-$85.1K	0.1%	66
2024 Q2	$355K	Sell	12,243 -9,221	-43%	-$264K	0.16%	51
2024 Q1	$626K	Hold	21,464	–	–	0.31%	42
2023 Q4	$566K	Hold	21,464	–	–	0.43%	38
2023 Q3	$587K	Buy	21,464 +1	+0%	+$27	0.72%	30
2023 Q2	$566K	Sell	21,463 -1	-0%	-$26	0.92%	24
2023 Q1	$556K	Hold	21,464	–	–	1.02%	22
2022 Q4	$518K	Buy	+21,464	New	+$528K	1.02%	21

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

Bridgewealth Advisory Group's EPD Position: Q1 2026 in Review

Bridgewealth Advisory Group opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 5,966 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #118 among its holdings. This is a return to the name: Bridgewealth Advisory Group previously reported a position in EPD as recently as Q3 2025.

Bridgewealth Advisory Group first reported a position in EPD in Q4 2022 and has held it in 12 quarters since. The position peaked at $626K in Q1 2024. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Bridgewealth Advisory Group held 5,966 shares of Enterprise Products Partners worth $226K as of Q1 2026.
Enterprise Products Partners was a new Bridgewealth Advisory Group position in Q1 2026.
Enterprise Products Partners made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #118 holding.
Bridgewealth Advisory Group first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 12 quarters since.
Bridgewealth Advisory Group's Enterprise Products Partners position peaked at $626K in Q1 2024.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.