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Claro Advisors’s Enterprise Products Partners EPD Stock Holding History

Claro Advisors’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 		$1.24M Buy
32,754
+190
+0.6% +$6.72K 0.15% 127
2025
Q4 		$1.04M Hold
32,564
– – 0.14% 126
2025
Q3 		$1.02M Hold
32,564
– – 0.15% 124
2025
Q2 		$1.01M Buy
32,564
+4,439
+16% +$138K 0.17% 116
2025
Q1 		$960K Sell
28,125
-107
-0.4% -$3.56K 0.13% 153
2024
Q4 		$885K Sell
28,232
-46
-0.2% -$1.41K 0.12% 156
2024
Q3 		$823K Hold
28,278
– – 0.11% 187
2024
Q2 		$819K Buy
28,278
+1,000
+4% +$28.7K 0.13% 163
2024
Q1 		$796K Sell
27,278
-827
-3% -$22.7K 0.14% 170
2023
Q4 		$741K Sell
28,105
-354
-1% -$9.43K 0.16% 148
2023
Q3 		$779K Buy
28,459
+525
+2% +$14K 0.19% 123
2023
Q2 		$736K Hold
27,934
– – 0.18% 141
2023
Q1 		$723K Buy
+27,934
New +$718K 0.21% 116
2019
Q1 		– Sell
-2,535
Closed -$73K – 387
2018
Q4 		$73K Buy
+2,535
New +$67.9K 0.06% 277

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

Claro Advisors's EPD Position: Q1 2026 in Review

Claro Advisors increased its Enterprise Products Partners (EPD) stake by 0.58% in Q1 2026, buying an estimated $6.72K and bringing the position to 32,754 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #127.

Claro Advisors first reported a position in EPD in Q4 2018 and has held it in 14 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Claro Advisors held 32,754 shares of Enterprise Products Partners worth $1.24M as of Q1 2026.
  • Claro Advisors bought 190 Enterprise Products Partners shares in Q1 2026, an estimated $6.72K.
  • Enterprise Products Partners made up 0.15% of Claro Advisors's portfolio in Q1 2026, its #127 holding.
  • Claro Advisors first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 14 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.