Cornerstone Advisory
EPD icon

Cornerstone Advisory’s Enterprise Products Partners EPD Stock Holding History

Cornerstone Advisory’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
Q3 		$1.84M Buy
51,673
+756
+1% +$28.8K 0.14% 88
2026
Q2 		$1.87M Buy
50,917
+102
+0.2% +$3.85K 0.16% 89
2026
Q1 		$1.92M Buy
50,815
+4,099
+9% +$145K 0.18% 81
2025
Q4 		$1.5M Buy
46,716
+6,918
+17% +$219K 0.14% 85
2025
Q3 		$1.24M Buy
39,798
+2,693
+7% +$85K 0.12% 87
2025
Q2 		$1.15M Buy
37,105
+3,055
+9% +$95.2K 0.12% 87
2025
Q1 		$1.02M Buy
34,050
+9,900
+41% +$330K 0.12% 91
2024
Q4 		$808K Buy
24,150
+7,273
+43% +$223K 0.09% 104
2024
Q3 		$491K Buy
16,877
+7,900
+88% +$231K 0.06% 133
2024
Q2 		$260K Sell
8,977
-5,750
-39% -$165K 0.04% 187
2024
Q1 		$430K Buy
14,727
+3,635
+33% +$100K 0.06% 150
2023
Q4 		$292K Sell
11,092
-7,010
-39% -$187K 0.05% 183
2023
Q3 		$495K Buy
18,102
+6,192
+52% +$166K 0.09% 129
2023
Q2 		$314K Hold
11,910
– – 0.06% 171
2023
Q1 		$308K Sell
11,910
-1,000
-8% -$25.7K 0.06% 170
2022
Q4 		$311K Buy
+12,910
New +$318K 0.06% 160
2022
Q2 		– Sell
-18,058
Closed -$466K – 202
2022
Q1 		$466K Sell
18,058
-43,000
-70% -$1.04M 0.07% 165
2021
Q4 		$1.34M Buy
61,058
+5,766
+10% +$129K 0.19% 86
2021
Q3 		$1.2M Buy
55,292
+27,292
+97% +$620K 0.2% 88
2021
Q2 		$676K Buy
28,000
+18,000
+180% +$426K 0.11% 137
2021
Q1 		$220K Sell
10,000
-950
-9% -$20.9K 0.04% 191
2020
Q4 		$215K Buy
+10,950
New +$204K 0.04% 197
2019
Q2 		– Sell
-8,522
Closed -$248K – 162
2019
Q1 		$248K Buy
+8,522
New +$238K 0.05% 140
2017
Q4 		– Sell
-9,490
Closed -$247K – 141
2017
Q3 		$247K Buy
9,490
+700
+8% +$18.5K 0.08% 131
2017
Q2 		$238K Buy
+8,790
New +$238K 0.08% 129

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cornerstone Advisory's EPD Position: Q3 2026 in Review

Cornerstone Advisory increased its Enterprise Products Partners (EPD) stake by 1.5% in Q3 2026, buying an estimated $28.8K and bringing the position to 51,673 shares worth $1.84M. The position accounts for 0.14% of the portfolio, ranked #88.

Cornerstone Advisory first reported a position in EPD in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.92M in Q1 2026. 988 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Cornerstone Advisory held 51,673 shares of Enterprise Products Partners worth $1.84M as of Q3 2026.
  • Cornerstone Advisory bought 756 Enterprise Products Partners shares in Q3 2026, an estimated $28.8K.
  • Enterprise Products Partners made up 0.14% of Cornerstone Advisory's portfolio in Q3 2026, its #88 holding.
  • Cornerstone Advisory first reported a position in Enterprise Products Partners in Q2 2017 and has held it in 25 quarters since.
  • Cornerstone Advisory's Enterprise Products Partners position peaked at $1.92M in Q1 2026.
  • 988 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.