Chesley Taft & Associates’s Enterprise Products Partners EPD Stock Holding History

Chesley Taft & Associates’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	–	Sell	-9,044	Closed	-$290K	–	379
2025 Q4	$290K	Sell	9,044 -10,000	-53%	-$316K	0.01%	330
2025 Q3	$596K	Hold	19,044	–	–	0.03%	253
2025 Q2	$591K	Sell	19,044 -2,500	-12%	-$77.9K	0.03%	249
2025 Q1	$736K	Buy	21,544 +1,944	+10%	+$64.7K	0.04%	229
2024 Q4	$615K	Buy	19,600 +6,600	+51%	+$203K	0.03%	237
2024 Q3	$378K	Hold	13,000	–	–	0.02%	274
2024 Q2	$377K	Sell	13,000 -2,500	-16%	-$71.7K	0.02%	264
2024 Q1	$452K	Sell	15,500 -79,000	-84%	-$2.17M	0.02%	250
2023 Q4	$2.49M	Buy	+94,500	New	+$2.52M	0.14%	122
2014 Q4	–	Sell	-5,220	Closed	-$210K	–	245
2014 Q3	$210K	Hold	5,220	–	–	0.02%	234
2014 Q2	$204K	Buy	+5,220	New	+$193K	0.02%	242

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

Chesley Taft & Associates's EPD Position: Q1 2026 in Review

Chesley Taft & Associates sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 9,044 shares — an estimated $290K sold.

Chesley Taft & Associates first reported a position in EPD in Q2 2014 and held it in 11 quarters. The position peaked at $2.49M in Q4 2023. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Chesley Taft & Associates reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Chesley Taft & Associates sold 9,044 Enterprise Products Partners shares in Q1 2026, an estimated $290K.
Chesley Taft & Associates first reported a position in Enterprise Products Partners in Q2 2014 and held it in 11 quarters.
Chesley Taft & Associates's Enterprise Products Partners position peaked at $2.49M in Q4 2023.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Chesley Taft & Associates's 13F filing for Q1 2026, filed 13 Apr 2026.