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Edgemoor Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Edgemoor 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 		$11.1M Sell
294,522
-3,003
-1% -$106K 0.88% 33
2025
Q4 		$9.54M Sell
297,525
-5,812
-2% -$184K 0.74% 33
2025
Q3 		$9.49M Sell
303,337
-2,842
-0.9% -$89.7K 0.73% 33
2025
Q2 		$9.49M Sell
306,179
-4,504
-1% -$140K 0.82% 33
2025
Q1 		$10.6M Buy
310,683
+1,257
+0.4% +$41.9K 0.98% 29
2024
Q4 		$9.7M Buy
309,426
+2,181
+0.7% +$67K 0.85% 30
2024
Q3 		$8.94M Sell
307,245
-8,605
-3% -$251K 0.78% 35
2024
Q2 		$9.15M Buy
315,850
+2,979
+1% +$85.4K 0.85% 31
2024
Q1 		$9.13M Buy
312,871
+7,480
+2% +$205K 0.86% 31
2023
Q4 		$8.05M Sell
305,391
-1,895
-0.6% -$50.5K 0.84% 31
2023
Q3 		$8.41M Buy
307,286
+10,682
+4% +$286K 0.99% 26
2023
Q2 		$7.82M Sell
296,604
-14,393
-5% -$376K 0.88% 33
2023
Q1 		$8.05M Sell
310,997
-1,487
-0.5% -$38.2K 0.98% 29
2022
Q4 		$7.54M Sell
312,484
-2,624
-0.8% -$64.6K 0.94% 34
2022
Q3 		$7.49M Buy
315,108
+4,961
+2% +$128K 1% 33
2022
Q2 		$7.56M Sell
310,147
-3,236
-1% -$85.1K 0.95% 33
2022
Q1 		$8.09M Buy
313,383
+440
+0.1% +$10.7K 0.85% 35
2021
Q4 		$6.87M Buy
312,943
+21,819
+7% +$489K 0.71% 42
2021
Q3 		$6.3M Sell
291,124
-64,731
-18% -$1.47M 0.72% 42
2021
Q2 		$8.59M Buy
355,855
+14,435
+4% +$342K 0.8% 43
2021
Q1 		$7.52M Buy
341,420
+33,201
+11% +$730K 0.75% 45
2020
Q4 		$6.04M Sell
308,219
-20,395
-6% -$380K 0.68% 48
2020
Q3 		$5.19M Sell
328,614
-13,060
-4% -$229K 0.64% 45
2020
Q2 		$6.21M Buy
341,674
+40,571
+13% +$726K 0.84% 40
2020
Q1 		$4.31M Sell
301,103
-16,181
-5% -$376K 0.7% 43
2019
Q4 		$8.94M Sell
317,284
-15,584
-5% -$422K 1.02% 43
2019
Q3 		$9.51M Sell
332,868
-1,200
-0.4% -$34.9K 1.18% 36
2019
Q2 		$9.64M Buy
334,068
+10,496
+3% +$302K 1.22% 32
2019
Q1 		$9.42M Buy
323,572
+20,255
+7% +$566K 1.24% 31
2018
Q4 		$7.46M Sell
303,317
-4,085
-1% -$109K 1.11% 34
2018
Q3 		$8.83M Buy
307,402
+10,930
+4% +$316K 1.1% 33
2018
Q2 		$8.2M Buy
296,472
+12,697
+4% +$347K 1.1% 35
2018
Q1 		$6.95M Buy
283,775
+1,135
+0.4% +$30.2K 0.92% 40
2017
Q4 		$8.08M Buy
282,640
+26,350
+10% +$667K 1.02% 37
2017
Q3 		$6.68M Buy
256,290
+1,735
+0.7% +$45.9K 0.9% 43
2017
Q2 		$6.89M Buy
254,555
+18,540
+8% +$502K 0.94% 41
2017
Q1 		$6.52M Buy
236,015
+29,455
+14% +$823K 0.93% 43
2016
Q4 		$5.58M Buy
206,560
+12,485
+6% +$325K 0.85% 43
2016
Q3 		$5.36M Buy
194,075
+4,510
+2% +$125K 0.82% 49
2016
Q2 		$5.55M Buy
189,565
+4,764
+3% +$128K 0.88% 47
2016
Q1 		$4.55M Buy
184,801
+2,829
+2% +$65.9K 0.71% 52
2015
Q4 		$4.66M Buy
181,972
+21
+0% +$546 0.7% 49
2015
Q3 		$4.53M Sell
181,951
-10,120
-5% -$281K 0.69% 53
2015
Q2 		$5.74M Buy
192,071
+16,045
+9% +$525K 0.84% 41
2015
Q1 		$5.8M Buy
176,026
+260
+0.1% +$8.71K 0.82% 39
2014
Q4 		$6.35M Buy
175,766
+2,283
+1% +$84.4K 0.93% 41
2014
Q3 		$6.99M Buy
173,483
+9,409
+6% +$369K 1.03% 42
2014
Q2 		$6.42M Sell
164,074
-5,780
-3% -$213K 0.95% 44
2014
Q1 		$5.89M Buy
169,854
+24,110
+17% +$799K 0.93% 43
2013
Q4 		$4.83M Buy
145,744
+15,210
+12% +$474K 0.77% 48
2013
Q3 		$3.98M Hold
130,534
– – 0.69% 51
2013
Q2 		$4.06M Buy
+130,534
New +$3.95M 0.72% 48

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

Edgemoor Investment Advisors's EPD Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 1% in Q1 2026, selling an estimated $106K and leaving 294,522 shares worth $11.1M. The position accounts for 0.88% of the portfolio, ranked #33.

Edgemoor Investment Advisors first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Edgemoor Investment Advisors held 294,522 shares of Enterprise Products Partners worth $11.1M as of Q1 2026.
  • Edgemoor Investment Advisors sold 3,003 Enterprise Products Partners shares in Q1 2026, an estimated $106K.
  • Enterprise Products Partners made up 0.88% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Edgemoor Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.