Cyndeo Wealth Partners
EPD icon

Cyndeo Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Cyndeo Wealth Partners’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 		$1.04M Buy
29,132
+2,388
+9% +$91.1K 0.05% 267
2026
Q2 		$983K Sell
26,744
-3,043
-10% -$115K 0.05% 263
2026
Q1 		$1.13M Sell
29,787
-97,169
-77% -$3.44M 0.06% 225
2025
Q4 		$4.07M Buy
126,956
+965
+0.8% +$30.5K 0.22% 109
2025
Q3 		$3.94M Sell
125,991
-4,802
-4% -$151K 0.22% 108
2025
Q2 		$4.06M Sell
130,793
-2,565
-2% -$79.9K 0.24% 109
2025
Q1 		$4.55M Buy
133,358
+22,202
+20% +$739K 0.3% 99
2024
Q4 		$3.49M Buy
111,156
+269
+0.2% +$8.26K 0.24% 109
2024
Q3 		$3.23M Buy
110,887
+289
+0.3% +$8.44K 0.23% 121
2024
Q2 		$3.21M Buy
110,598
+4,766
+5% +$137K 0.25% 116
2024
Q1 		$3.09M Buy
105,832
+32,148
+44% +$883K 0.26% 112
2023
Q4 		$1.94M Sell
73,684
-467
-0.6% -$12.4K 0.18% 145
2023
Q3 		$2.03M Sell
74,151
-16,647
-18% -$445K 0.21% 124
2023
Q2 		$2.39M Sell
90,798
-819
-0.9% -$21.4K 0.25% 110
2023
Q1 		$2.37M Buy
91,617
+3,742
+4% +$96.1K 0.26% 112
2022
Q4 		$2.12M Buy
+87,875
New +$2.16M 0.25% 122

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 26.92% 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

Cyndeo Wealth Partners's EPD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Enterprise Products Partners (EPD) stake by 8.9% in Q3 2026, buying an estimated $91.1K and bringing the position to 29,132 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #267.

Cyndeo Wealth Partners first reported a position in EPD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.55M in Q1 2025. 971 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Cyndeo Wealth Partners held 29,132 shares of Enterprise Products Partners worth $1.04M as of Q3 2026.
  • Cyndeo Wealth Partners bought 2,388 Enterprise Products Partners shares in Q3 2026, an estimated $91.1K.
  • Enterprise Products Partners made up 0.05% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #267 holding.
  • Cyndeo Wealth Partners first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Enterprise Products Partners position peaked at $4.55M in Q1 2025.
  • 971 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.