Dumont & Blake Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Dumont & Blake Investment Advisors’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	–	Sell	-7,201	Closed	-$231K	–	208
2025 Q4	$231K	Hold	7,201	–	–	0.06%	179
2025 Q3	$225K	Hold	7,201	–	–	0.05%	186
2025 Q2	$223K	Hold	7,201	–	–	0.06%	184
2025 Q1	$246K	Hold	7,201	–	–	0.07%	171
2024 Q4	$226K	Hold	7,201	–	–	0.06%	179
2024 Q3	$210K	Sell	7,201 -7,201	-50%	-$210K	0.06%	187
2024 Q2	$417K	Buy	14,402 +7,201	+100%	+$206K	0.06%	185
2024 Q1	$210K	Sell	7,201 -800	-10%	-$22K	0.06%	186
2023 Q4	$211K	Hold	8,001	–	–	0.07%	181
2023 Q3	$219K	Hold	8,001	–	–	0.07%	173
2023 Q2	$211K	Hold	8,001	–	–	0.07%	173
2023 Q1	$207K	Buy	+8,001	New	+$206K	0.07%	182
2022 Q4	–	Sell	-8,490	Closed	-$202K	–	187
2022 Q3	$202K	Buy	8,490 +8	+0.1%	+$206	0.08%	173
2022 Q2	$207K	Buy	8,482 +409	+5%	+$10.8K	0.07%	183
2022 Q1	$208K	Buy	+8,073	New	+$196K	0.06%	199
2021 Q3	–	Sell	-9,460	Closed	-$228K	–	208
2021 Q2	$228K	Buy	9,460 +1	+0%	+$24	0.06%	192
2021 Q1	$208K	Buy	+9,459	New	+$208K	0.06%	189
2020 Q1	–	Sell	-9,392	Closed	-$264K	–	175
2019 Q4	$264K	Hold	9,392	–	–	0.1%	153
2019 Q3	$268K	Sell	9,392 -600	-6%	-$17.5K	0.11%	153
2019 Q2	$288K	Hold	9,992	–	–	0.12%	152
2019 Q1	$291K	Hold	9,992	–	–	0.12%	145
2018 Q4	$246K	Hold	9,992	–	–	0.12%	147
2018 Q3	$287K	Hold	9,992	–	–	0.11%	154
2018 Q2	$276K	Hold	9,992	–	–	0.12%	148
2018 Q1	$245K	Hold	9,992	–	–	0.1%	150
2017 Q4	$265K	Sell	9,992 -88	-0.9%	-$2.23K	0.11%	150
2017 Q3	$263K	Hold	10,080	–	–	0.11%	149
2017 Q2	$273K	Sell	10,080 -925	-8%	-$25.1K	0.12%	147
2017 Q1	$304K	Sell	11,005 -470	-4%	-$13.1K	0.14%	144
2016 Q4	$310K	Buy	11,475 +3,489	+44%	+$90.9K	0.15%	141
2016 Q3	$221K	Hold	7,986	–	–	0.11%	149
2016 Q2	$234K	Buy	+7,986	New	+$214K	0.12%	147
2016 Q1	–	Sell	-7,986	Closed	-$204K	–	180
2015 Q4	$204K	Buy	+7,986	New	+$208K	0.1%	148
2015 Q3	–	Sell	-7,986	Closed	-$239K	–	169
2015 Q2	$239K	Hold	7,986	–	–	0.12%	133
2015 Q1	$263K	Buy	+7,986	New	+$268K	0.13%	131

Other funds holding EPD

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 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

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 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

Dumont & Blake Investment Advisors's EPD Position: Q1 2026 in Review

Dumont & Blake Investment Advisors sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 7,201 shares — an estimated $231K sold.

Dumont & Blake Investment Advisors first reported a position in EPD in Q1 2015 and held it in 35 quarters. The position peaked at $417K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Dumont & Blake Investment Advisors reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 7,201 Enterprise Products Partners shares in Q1 2026, an estimated $231K.
Dumont & Blake Investment Advisors first reported a position in Enterprise Products Partners in Q1 2015 and held it in 35 quarters.
Dumont & Blake Investment Advisors's Enterprise Products Partners position peaked at $417K in Q2 2024.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.