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Clayton Financial Group’s Enterprise Products Partners EPD Stock Holding History

Clayton Financial 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
2025
Q1 		– Sell
-21,847
Closed -$685K – 121
2024
Q4 		$685K Hold
21,847
– – 0.25% 56
2024
Q3 		$636K Buy
21,847
+4,970
+29% +$145K 0.24% 60
2024
Q2 		$492K Hold
16,877
– – 0.21% 60
2024
Q1 		$492K Hold
16,877
– – 0.22% 58
2023
Q4 		$445K Buy
+16,877
New +$450K 0.28% 36

Other funds holding EPD

AA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Clayton Financial Group's EPD Position: Q1 2025 in Review

Clayton Financial Group sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 21,847 shares — an estimated $685K sold.

Clayton Financial Group first reported a position in EPD in Q4 2023 and held it in 5 quarters. The position peaked at $685K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Clayton Financial Group reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Clayton Financial Group sold 21,847 Enterprise Products Partners shares in Q1 2025, an estimated $685K.
  • Clayton Financial Group first reported a position in Enterprise Products Partners in Q4 2023 and held it in 5 quarters.
  • Clayton Financial Group's Enterprise Products Partners position peaked at $685K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Clayton Financial Group's 13F filing for Q1 2025, filed 18 Apr 2025.