Essex Investment Management’s Enterprise Products Partners EPD Stock Holding History

Essex Investment Management’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	-1,266	Closed	-$40.6K	–	317
2025 Q4	$40.6K	Hold	1,266	–	–	0.01%	267
2025 Q3	$39.6K	Hold	1,266	–	–	0.01%	259
2025 Q2	$39.3K	Hold	1,266	–	–	0.01%	257
2025 Q1	$43.2K	Hold	1,266	–	–	0.01%	253
2024 Q4	$39.7K	Hold	1,266	–	–	0.01%	257
2024 Q3	$36.9K	Hold	1,266	–	–	0.01%	268
2024 Q2	$36.7K	Sell	1,266 -924	-42%	-$26.5K	0.01%	267
2024 Q1	$63.9K	Hold	2,190	–	–	0.01%	247
2023 Q4	$57.7K	Sell	2,190 -1,076	-33%	-$28.7K	0.01%	261
2023 Q3	$89.4K	Hold	3,266	–	–	0.01%	300
2023 Q2	$86.1K	Hold	3,266	–	–	0.01%	310
2023 Q1	$84.6K	Hold	3,266	–	–	0.01%	314
2022 Q4	$79K	Hold	3,266	–	–	0.01%	308
2022 Q3	$78K	Hold	3,266	–	–	0.01%	308
2022 Q2	$80K	Hold	3,266	–	–	0.01%	318
2022 Q1	$84K	Sell	3,266 -506	-13%	-$12.3K	0.01%	320
2021 Q4	$83K	Hold	3,772	–	–	0.01%	331
2021 Q3	$82K	Hold	3,772	–	–	0.01%	344
2021 Q2	$91K	Hold	3,772	–	–	0.01%	341
2021 Q1	$83K	Sell	3,772 -12	-0.3%	-$264	0.01%	359
2020 Q4	$74K	Sell	3,784 -12	-0.3%	-$223	0.01%	384
2020 Q3	$60K	Hold	3,796	–	–	0.01%	383
2020 Q2	$69K	Buy	3,796 +129	+4%	+$2.31K	0.01%	336
2020 Q1	$52K	Hold	3,667	–	–	0.01%	330
2019 Q4	$103K	Hold	3,667	–	–	0.01%	382
2019 Q3	$105K	Sell	3,667 -347	-9%	-$10.1K	0.02%	373
2019 Q2	$116K	Sell	4,014 -250	-6%	-$7.2K	0.02%	378
2019 Q1	$124K	Sell	4,264 -446	-9%	-$12.5K	0.02%	371
2018 Q4	$116K	Buy	+4,710	New	+$126K	0.02%	368
2017 Q3	–	Sell	-7,482	Closed	-$203K	–	364
2017 Q2	$203K	Sell	7,482 -200	-3%	-$5.42K	0.03%	305
2017 Q1	$212K	Hold	7,682	–	–	0.03%	318
2016 Q4	$208K	Sell	7,682 -576	-7%	-$15K	0.03%	310
2016 Q3	$228K	Sell	8,258 -168	-2%	-$4.64K	0.04%	311
2016 Q2	$247K	Hold	8,426	–	–	0.04%	290
2016 Q1	$207K	Sell	8,426 -94	-1%	-$2.19K	0.04%	302
2015 Q4	$218K	Hold	8,520	–	–	0.03%	287
2015 Q3	$212K	Hold	8,520	–	–	0.03%	288
2015 Q2	$255K	Hold	8,520	–	–	0.04%	284
2015 Q1	$281K	Hold	8,520	–	–	0.04%	283
2014 Q4	$308K	Hold	8,520	–	–	0.04%	278
2014 Q3	$343K	Hold	8,520	–	–	0.05%	275
2014 Q2	$334K	Hold	8,520	–	–	0.05%	286
2014 Q1	$295K	Buy	8,520 +550	+7%	+$18.2K	0.04%	295
2013 Q4	$264K	Hold	7,970	–	–	0.04%	326
2013 Q3	$243K	Sell	7,970 -92	-1%	-$2.81K	0.04%	320
2013 Q2	$251K	Buy	+8,062	New	+$244K	0.04%	295

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Essex Investment Management's EPD Position: Q1 2026 in Review

Essex Investment Management sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 1,266 shares — an estimated $40.6K sold.

Essex Investment Management first reported a position in EPD in Q2 2013 and held it in 46 quarters. The position peaked at $343K in Q3 2014. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Essex Investment Management reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Essex Investment Management sold 1,266 Enterprise Products Partners shares in Q1 2026, an estimated $40.6K.
Essex Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 46 quarters.
Essex Investment Management's Enterprise Products Partners position peaked at $343K in Q3 2014.
1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.