EWA
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EverSource Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

EverSource Wealth 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 		$532K Buy
14,063
+2,251
+19% +$79.7K 0.02% 582
2025
Q4 		$379K Sell
11,812
-1
-0% -$32 0.01% 642
2025
Q3 		$369K Sell
11,813
-158
-1% -$4.99K 0.01% 622
2025
Q2 		$371K Sell
11,971
-834
-7% -$26K 0.02% 571
2025
Q1 		$437K Buy
12,805
+10
+0.1% +$333 0.02% 413
2024
Q4 		$401K Buy
12,795
+69
+0.5% +$2.12K 0.02% 423
2024
Q3 		$370K Buy
12,726
+806
+7% +$23.5K 0.02% 390
2024
Q2 		$344K Buy
11,920
+2,265
+23% +$64.9K 0.02% 403
2024
Q1 		$271K Buy
9,655
+1,510
+19% +$41.5K 0.02% 405
2023
Q4 		$215K Sell
8,145
-1,287
-14% -$34.3K 0.02% 418
2023
Q3 		$258K Sell
9,432
-401
-4% -$10.7K 0.03% 348
2023
Q2 		$259K Buy
9,833
+319
+3% +$8.34K 0.03% 343
2023
Q1 		$246K Sell
9,514
-3,883
-29% -$99.7K 0.03% 341
2022
Q4 		$323K Buy
13,397
+3,300
+33% +$81.2K 0.05% 268
2022
Q3 		$240K Buy
10,097
+4,417
+78% +$114K 0.05% 272
2022
Q2 		$138K Hold
5,680
– – 0.04% 310
2022
Q1 		$147K Hold
5,680
– – 0.04% 285
2021
Q4 		$125K Buy
+5,680
New +$127K 0.04% 279

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

EverSource Wealth Advisors's EPD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 19% in Q1 2026, buying an estimated $79.7K and bringing the position to 14,063 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #582.

EverSource Wealth Advisors first reported a position in EPD in Q4 2021 and has held it in 18 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • EverSource Wealth Advisors held 14,063 shares of Enterprise Products Partners worth $532K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,251 Enterprise Products Partners shares in Q1 2026, an estimated $79.7K.
  • Enterprise Products Partners made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #582 holding.
  • EverSource Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 18 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.