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

Exencial 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 		$3.58M Sell
94,496
-1,355
-1% -$48K 0.11% 174
2025
Q4 		$3.07M Sell
95,851
-835
-0.9% -$26.4K 0.1% 182
2025
Q3 		$3.02M Sell
96,686
-3,739
-4% -$118K 0.1% 180
2025
Q2 		$3.11M Buy
100,425
+3
+0% +$93 0.11% 173
2025
Q1 		$3.43M Sell
100,422
-12,284
-11% -$409K 0.13% 168
2024
Q4 		$3.53M Buy
112,706
+3,960
+4% +$122K 0.13% 161
2024
Q3 		$3.17M Buy
108,746
+762
+0.7% +$22.3K 0.11% 172
2024
Q2 		$3.13M Sell
107,984
-627
-0.6% -$18K 0.12% 172
2024
Q1 		$3.17M Buy
108,611
+53,045
+95% +$1.46M 0.12% 172
2023
Q4 		$1.46M Sell
55,566
-7,147
-11% -$190K 0.06% 227
2023
Q3 		$1.72M Buy
62,713
+800
+1% +$21.4K 0.08% 187
2023
Q2 		$1.63M Buy
61,913
+11,133
+22% +$291K 0.07% 197
2023
Q1 		$1.32M Hold
50,780
– – 0.07% 202
2022
Q4 		$1.22M Sell
50,780
-202
-0.4% -$4.97K 0.07% 208
2022
Q3 		$1.21M Hold
50,982
– – 0.07% 194
2022
Q2 		$1.24M Sell
50,982
-308
-0.6% -$8.1K 0.07% 202
2022
Q1 		$1.32M Sell
51,290
-13,663
-21% -$332K 0.07% 213
2021
Q4 		$1.43M Buy
64,953
+21,959
+51% +$493K 0.07% 206
2021
Q3 		$930K Buy
+42,994
New +$977K 0.04% 196

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

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

Exencial Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 1.4% in Q1 2026, selling an estimated $48K and leaving 94,496 shares worth $3.58M. The position accounts for 0.11% of the portfolio, ranked #174.

Exencial Wealth Advisors first reported a position in EPD in Q3 2021 and has held it in 19 quarters since. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Exencial Wealth Advisors held 94,496 shares of Enterprise Products Partners worth $3.58M as of Q1 2026.
  • Exencial Wealth Advisors sold 1,355 Enterprise Products Partners shares in Q1 2026, an estimated $48K.
  • Enterprise Products Partners made up 0.11% of Exencial Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • Exencial Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 19 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.