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

Delta 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	$351K	Buy	10,435 +2,396	+30%	+$79.8K	0.08%	178
2024 Q4	$252K	Buy	+8,039	New	+$247K	0.06%	215
2024 Q2	–	Sell	-9,856	Closed	-$288K	–	146
2024 Q1	$288K	Buy	9,856 +161	+2%	+$4.42K	0.08%	184
2023 Q4	$255K	Buy	9,695 +92	+1%	+$2.45K	0.08%	182
2023 Q3	$263K	Buy	+9,603	New	+$257K	0.09%	166
2023 Q2	–	Sell	-8,465	Closed	-$219K	–	120
2023 Q1	$219K	Buy	+8,465	New	+$217K	0.09%	160

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Delta Financial Group increased its Enterprise Products Partners (EPD) stake by 30% in Q1 2025, buying an estimated $79.8K and bringing the position to 10,435 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #178.

Delta Financial Group first reported a position in EPD in Q1 2023 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Delta Financial Group held 10,435 shares of Enterprise Products Partners worth $351K as of Q1 2025.
Delta Financial Group bought 2,396 Enterprise Products Partners shares in Q1 2025, an estimated $79.8K.
Enterprise Products Partners made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #178 holding.
Delta Financial Group first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 6 quarters since.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.