Corient Private Wealth
EPD icon

Corient Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Corient Private Wealth’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 		$94.8M Sell
2,741,683
-2,841,345
-51% -$101M 0.14% 145
2025
Q4 		$172M Buy
5,583,028
+2,842,931
+104% +$89.9M 0.12% 172
2025
Q3 		$85.1M Buy
2,740,097
+332,553
+14% +$10.5M 0.13% 156
2025
Q2 		$74.7M Buy
2,407,544
+1,307,485
+119% +$40.7M 0.1% 184
2025
Q1 		$37.6M Sell
1,100,059
-336,249
-23% -$11.2M 0.06% 273
2024
Q4 		$36.7M Buy
1,436,308
+29,177
+2% +$896K 0.06% 273
2024
Q3 		$41M Sell
1,407,131
-97,891
-7% -$2.86M 0.06% 274
2024
Q2 		$43.6M Buy
1,505,022
+73,123
+5% +$2.1M 0.08% 248
2024
Q1 		$41.8M Buy
1,431,899
+70,408
+5% +$1.93M 0.07% 255
2023
Q4 		$35.9M Sell
1,361,491
-110,497
-8% -$2.94M 0.07% 277
2023
Q3 		$40.3M Buy
1,471,988
+52,073
+4% +$1.39M 0.09% 231
2023
Q2 		$37.4M Buy
1,419,915
+208,443
+17% +$5.45M 0.09% 233
2023
Q1 		$31.4M Buy
1,211,472
+342,637
+39% +$8.8M 0.08% 225
2022
Q4 		$21M Buy
+868,835
New +$21.4M 0.08% 258

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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