Evernest Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Evernest Financial 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	$764K	Hold	20,000	–	–	0.16%	90
2025 Q4	$703K	Hold	20,000	–	–	0.15%	98
2025 Q3	$625K	Hold	20,000	–	–	0.18%	105
2025 Q2	$620K	Hold	20,000	–	–	0.2%	97
2025 Q1	$683K	Hold	20,000	–	–	0.25%	87
2024 Q4	$627K	Buy	+20,000	New	+$614K	0.16%	95

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

Evernest Financial Advisors's EPD Position: Q1 2026 in Review

Evernest Financial Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 20,000 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #90.

Evernest Financial Advisors first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Evernest Financial Advisors held 20,000 shares of Enterprise Products Partners worth $764K as of Q1 2026.
Evernest Financial Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.16% of Evernest Financial Advisors's portfolio in Q1 2026, its #90 holding.
Evernest Financial Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.