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Capital Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Capital Investment Advisory Services’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 		$2.12M Buy
56,060
+4,388
+8% +$155K 0.15% 146
2025
Q4 		$1.66M Buy
51,672
+1,913
+4% +$60.5K 0.12% 180
2025
Q3 		$1.56M Sell
49,759
-1,514
-3% -$47.8K 0.12% 174
2025
Q2 		$1.59M Buy
51,273
+1,464
+3% +$45.6K 0.13% 167
2025
Q1 		$1.7M Buy
49,809
+1,378
+3% +$45.9K 0.15% 154
2024
Q4 		$1.52M Buy
48,431
+212
+0.4% +$6.51K 0.15% 148
2024
Q3 		$1.4M Sell
48,219
-15
-0% -$438 0.13% 160
2024
Q2 		$1.4M Buy
48,234
+3,164
+7% +$90.7K 0.14% 151
2024
Q1 		$1.32M Buy
45,070
+1,274
+3% +$35K 0.14% 159
2023
Q4 		$1.15M Buy
43,796
+112
+0.3% +$2.98K 0.11% 170
2023
Q3 		$1.2M Buy
43,684
+2,868
+7% +$76.7K 0.12% 157
2023
Q2 		$1.08M Buy
40,816
+8,801
+27% +$230K 0.11% 165
2023
Q1 		$829K Buy
32,015
+335
+1% +$8.61K 0.1% 190
2022
Q4 		$764K Buy
31,680
+865
+3% +$21.3K 0.09% 203
2022
Q3 		$733K Buy
30,815
+669
+2% +$17.3K 0.1% 187
2022
Q2 		$735K Buy
30,146
+1,009
+3% +$26.5K 0.09% 195
2022
Q1 		$752K Buy
29,137
+977
+3% +$23.7K 0.08% 210
2021
Q4 		$618K Buy
28,160
+6,924
+33% +$155K 0.07% 242
2021
Q3 		$460K Buy
21,236
+1,772
+9% +$40.3K 0.06% 283
2021
Q2 		$470K Buy
19,464
+1,024
+6% +$24.2K 0.06% 284
2021
Q1 		$406K Buy
18,440
+460
+3% +$10.1K 0.06% 282
2020
Q4 		$352K Sell
17,980
-256
-1% -$4.77K 0.05% 304
2020
Q3 		$288K Buy
18,236
+2,027
+13% +$35.5K 0.05% 281
2020
Q2 		$295K Buy
16,209
+257
+2% +$4.6K 0.06% 247
2020
Q1 		$228K Buy
15,952
+1,299
+9% +$30.2K 0.06% 269
2019
Q4 		$413K Sell
14,653
-3,587
-20% -$97.2K 0.11% 188
2019
Q3 		$521K Buy
18,240
+1,000
+6% +$29.1K 0.15% 136
2019
Q2 		$529K Buy
17,240
+2,500
+17% +$72K 0.16% 132
2019
Q1 		$429K Hold
14,740
– – 0.16% 128
2018
Q4 		$362K Sell
14,740
-1,500
-9% -$40.2K 0.15% 126
2018
Q3 		$467K Buy
16,240
+490
+3% +$14.2K 0.22% 113
2018
Q2 		$436K Hold
15,750
– – 0.22% 117
2018
Q1 		$386K Sell
15,750
-905
-5% -$24.1K 0.22% 114
2017
Q4 		$442K Sell
16,655
-739
-4% -$18.7K 0.26% 99
2017
Q3 		$453K Buy
17,394
+1,125
+7% +$29.7K 0.28% 89
2017
Q2 		$441K Buy
16,269
+951
+6% +$25.8K 0.29% 86
2017
Q1 		$423K Sell
15,318
-770
-5% -$21.5K 0.31% 81
2016
Q4 		$435K Buy
+16,088
New +$419K 0.38% 70

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Capital Investment Advisory Services's EPD Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Enterprise Products Partners (EPD) stake by 8.5% in Q1 2026, buying an estimated $155K and bringing the position to 56,060 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #146.

Capital Investment Advisory Services first reported a position in EPD in Q4 2016 and has held it in 38 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Capital Investment Advisory Services held 56,060 shares of Enterprise Products Partners worth $2.12M as of Q1 2026.
  • Capital Investment Advisory Services bought 4,388 Enterprise Products Partners shares in Q1 2026, an estimated $155K.
  • Enterprise Products Partners made up 0.15% of Capital Investment Advisory Services's portfolio in Q1 2026, its #146 holding.
  • Capital Investment Advisory Services first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 38 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.