Consolidated Portfolio Review Corp’s Enterprise Products Partners EPD Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-122,049	Closed	-$3.83M	–	148
2025 Q3	$3.83M	Sell	122,049 -200	-0.2%	-$6.31K	0.48%	49
2025 Q2	$3.79M	Sell	122,249 -1,467	-1%	-$45.7K	0.52%	48
2025 Q1	$4.22M	Buy	123,716 +37,419	+43%	+$1.25M	0.68%	32
2024 Q4	$2.71M	Buy	+86,297	New	+$2.65M	0.43%	57

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Consolidated Portfolio Review Corp's EPD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 122,049 shares — an estimated $3.83M sold.

Consolidated Portfolio Review Corp first reported a position in EPD in Q4 2024 and held it in 4 quarters. The position peaked at $4.22M in Q1 2025. 1,486 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 122,049 Enterprise Products Partners shares in Q4 2025, an estimated $3.83M.
Consolidated Portfolio Review Corp first reported a position in Enterprise Products Partners in Q4 2024 and held it in 4 quarters.
Consolidated Portfolio Review Corp's Enterprise Products Partners position peaked at $4.22M in Q1 2025.
1,486 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.