EFS
EPD icon

Essex Financial Services’s Enterprise Products Partners EPD Stock Holding History

Essex Financial Services’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 		$1.36M Sell
36,025
-469
-1% -$16.6K 0.08% 218
2025
Q4 		$1.17M Sell
36,494
-2,074
-5% -$65.6K 0.07% 246
2025
Q3 		$1.21M Buy
38,568
+1,022
+3% +$32.2K 0.07% 231
2025
Q2 		$1.16M Sell
37,546
-1,012
-3% -$31.5K 0.08% 228
2025
Q1 		$1.32M Buy
38,558
+102
+0.3% +$3.4K 0.09% 193
2024
Q4 		$1.21M Sell
38,456
-2,627
-6% -$80.7K 0.09% 202
2024
Q3 		$1.19M Sell
41,083
-465
-1% -$13.6K 0.09% 204
2024
Q2 		$1.22M Buy
41,548
+17,775
+75% +$510K 0.09% 200
2024
Q1 		$694K Buy
23,773
+1,056
+5% +$29K 0.06% 263
2023
Q4 		$599K Sell
22,717
-315
-1% -$8.39K 0.06% 272
2023
Q3 		$630K Buy
23,032
+474
+2% +$12.7K 0.07% 244
2023
Q2 		$594K Buy
22,558
+1,259
+6% +$32.9K 0.07% 251
2023
Q1 		$552K Sell
21,299
-309
-1% -$7.94K 0.06% 270
2022
Q4 		$521K Sell
21,608
-3,413
-14% -$84K 0.06% 266
2022
Q3 		$595K Sell
25,021
-79
-0.3% -$2.04K 0.07% 232
2022
Q2 		$612K Buy
25,100
+406
+2% +$10.7K 0.07% 246
2022
Q1 		$637K Sell
24,694
-194
-0.8% -$4.71K 0.06% 253
2021
Q4 		$547K Buy
24,888
+1,182
+5% +$26.5K 0.05% 270
2021
Q3 		$513K Buy
23,706
+6,112
+35% +$139K 0.06% 263
2021
Q2 		$387K Hold
17,594
– – 0.06% 272
2021
Q1 		$387K Buy
17,594
+492
+3% +$10.8K 0.07% 222
2020
Q4 		$339K Sell
17,102
-5,955
-26% -$111K 0.07% 232
2020
Q3 		$364K Buy
23,057
+1,208
+6% +$21.2K 0.09% 200
2020
Q2 		$397K Buy
21,849
+589
+3% +$10.5K 0.12% 158
2020
Q1 		$304K Sell
21,260
-696
-3% -$16.2K 0.11% 178
2019
Q4 		$618K Sell
21,956
-5
-0% -$136 0.17% 133
2019
Q3 		$628K Sell
21,961
-676
-3% -$19.7K 0.2% 116
2019
Q2 		$654K Sell
22,637
-1,911
-8% -$55.1K 0.19% 110
2019
Q1 		$714K Buy
24,548
+264
+1% +$7.37K 0.22% 95
2018
Q4 		$597K Buy
24,284
+319
+1% +$8.54K 0.18% 116
2018
Q3 		$689K Sell
23,965
-193
-0.8% -$5.58K 0.15% 129
2018
Q2 		$668K Sell
24,158
-2,577
-10% -$70.5K 0.16% 130
2018
Q1 		$654K Buy
26,735
+421
+2% +$11.2K 0.13% 166
2017
Q4 		$698K Sell
26,314
-3,403
-11% -$86.2K 0.17% 124
2017
Q3 		$775K Sell
29,717
-309
-1% -$8.17K 0.19% 112
2017
Q2 		$813K Sell
30,026
-8,083
-21% -$219K 0.17% 132
2017
Q1 		$1.05M Buy
38,109
+750
+2% +$20.9K 0.24% 102
2016
Q4 		$1.01M Buy
37,359
+1,136
+3% +$29.6K 0.22% 111
2016
Q3 		$1M Sell
36,223
-1,540
-4% -$42.5K 0.24% 103
2016
Q2 		$1.1M Hold
37,763
– – 0.27% 93
2016
Q1 		$930K Sell
37,763
-1,016
-3% -$23.7K 0.23% 106
2015
Q4 		$992K Sell
38,779
-8,285
-18% -$215K 0.24% 103
2015
Q3 		$1.17M Sell
47,064
-2,677
-5% -$74.3K 0.3% 82
2015
Q2 		$1.49M Sell
49,741
-3,233
-6% -$106K 0.38% 70
2015
Q1 		$1.74M Sell
52,974
-2,915
-5% -$97.7K 0.45% 58
2014
Q4 		$2.02M Buy
55,889
+5,487
+11% +$203K 0.53% 49
2014
Q3 		$2.03M Sell
50,402
-1,010
-2% -$39.6K 0.61% 39
2014
Q2 		$2.01M Buy
51,412
+2,286
+5% +$84.3K 0.6% 37
2014
Q1 		$1.7M Hold
49,126
– – 0.56% 42
2013
Q4 		$1.63M Sell
49,126
-2,786
-5% -$86.8K 0.55% 43
2013
Q3 		$1.58K Buy
51,912
+4,042
+8% +$124K 0.5% 41
2013
Q2 		$1.49M Buy
+47,870
New +$1.45M 0.52% 42

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

Essex Financial Services's EPD Position: Q1 2026 in Review

Essex Financial Services reduced its Enterprise Products Partners (EPD) stake by 1.3% in Q1 2026, selling an estimated $16.6K and leaving 36,025 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #218.

Essex Financial Services first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.03M in Q3 2014. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Essex Financial Services held 36,025 shares of Enterprise Products Partners worth $1.36M as of Q1 2026.
  • Essex Financial Services sold 469 Enterprise Products Partners shares in Q1 2026, an estimated $16.6K.
  • Enterprise Products Partners made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #218 holding.
  • Essex Financial Services first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Enterprise Products Partners position peaked at $2.03M in Q3 2014.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.