Carson Wealth (CWM LLC)’s Enterprise Products Partners EPD Stock Holding History

Carson Wealth (CWM LLC)’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	$6.04M	Sell	159,724 -5,256	-3%	-$186K	0.02%	735
2025 Q4	$5.29M	Buy	164,980 +16,953	+11%	+$536K	0.01%	746
2025 Q3	$4.63M	Buy	148,027 +26,144	+21%	+$825K	0.01%	751
2025 Q2	$3.78M	Buy	121,883 +23,409	+24%	+$729K	0.01%	681
2025 Q1	$3.36M	Sell	98,474 -13,132	-12%	-$437K	0.01%	643
2024 Q4	$3.5M	Buy	111,606 +39,562	+55%	+$1.22M	0.01%	569
2024 Q3	$2.1M	Buy	72,044 +5,590	+8%	+$163K	0.01%	686
2024 Q2	$1.93M	Buy	66,454 +18,634	+39%	+$534K	0.01%	656
2024 Q1	$1.4M	Buy	47,820 +4,307	+10%	+$118K	0.01%	726
2023 Q4	$1.15M	Sell	43,513 -13,702	-24%	-$365K	0.01%	749
2023 Q3	$1.57M	Buy	57,215 +8,448	+17%	+$226K	0.01%	605
2023 Q2	$1.28M	Buy	48,767 +9,512	+24%	+$249K	0.01%	622
2023 Q1	$1.02M	Sell	39,255 -208	-0.5%	-$5.34K	0.01%	660
2022 Q4	$952K	Buy	39,463 +11,783	+43%	+$290K	0.01%	632
2022 Q3	$658K	Buy	27,680 +6,215	+29%	+$160K	0.01%	676
2022 Q2	$523K	Buy	21,465 +1,504	+8%	+$39.6K	﹤0.01%	722
2022 Q1	$515K	Buy	19,961 +1,397	+8%	+$33.9K	﹤0.01%	726
2021 Q4	$408K	Buy	+18,564	New	+$416K	﹤0.01%	783
2021 Q2	$333K	Hold	13,815	–	–	﹤0.01%	765
2021 Q1	$333K	Hold	13,815	–	–	﹤0.01%	765
2020 Q4	$333K	Hold	13,815	–	–	﹤0.01%	765
2020 Q3	$333K	Hold	13,815	–	–	﹤0.01%	765
2020 Q2	$333K	Hold	13,815	–	–	﹤0.01%	765
2020 Q1	$333K	Hold	13,815	–	–	﹤0.01%	765
2019 Q4	$333K	Hold	13,815	–	–	﹤0.01%	765
2019 Q3	$333K	Hold	13,815	–	–	﹤0.01%	765
2019 Q2	$333K	Hold	13,815	–	–	﹤0.01%	765
2019 Q1	$333K	Buy	13,815 +11,465	+488%	+$320K	﹤0.01%	765
2018 Q4	$58K	Buy	2,350 +1,000	+74%	+$26.8K	﹤0.01%	846
2018 Q3	$39K	Hold	1,350	–	–	﹤0.01%	795
2018 Q2	$37K	Hold	1,350	–	–	﹤0.01%	699
2018 Q1	$33K	Hold	1,350	–	–	﹤0.01%	623
2017 Q4	$36K	Buy	1,350 +160	+13%	+$4.05K	﹤0.01%	584
2017 Q3	$31K	Buy	1,190 +140	+13%	+$3.7K	﹤0.01%	615
2017 Q2	$28K	Hold	1,050	–	–	﹤0.01%	576
2017 Q1	$29K	Hold	1,050	–	–	﹤0.01%	545
2016 Q4	$28K	Sell	1,050 -577	-35%	-$15K	﹤0.01%	527
2016 Q3	$45K	Buy	1,627 +577	+55%	+$15.9K	﹤0.01%	434
2016 Q2	$31K	Buy	+1,050	New	+$28.2K	﹤0.01%	420
2014 Q1	–	Sell	-410	Closed	-$14K	–	253
2013 Q4	$14K	Buy	+410	New	+$12.8K	﹤0.01%	408

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 $1.89T AUM 35.08% 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 $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EPD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Enterprise Products Partners (EPD) stake by 3.2% in Q1 2026, selling an estimated $186K and leaving 159,724 shares worth $6.04M. The position accounts for 0.02% of the portfolio, ranked #735.

Carson Wealth (CWM LLC) first reported a position in EPD in Q4 2013 and has held it in 40 quarters since. 1,611 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Carson Wealth (CWM LLC) held 159,724 shares of Enterprise Products Partners worth $6.04M as of Q1 2026.
Carson Wealth (CWM LLC) sold 5,256 Enterprise Products Partners shares in Q1 2026, an estimated $186K.
Enterprise Products Partners made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #735 holding.
Carson Wealth (CWM LLC) first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 40 quarters since.
1,611 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.