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EPD icon

Fiduciary Group’s Enterprise Products Partners EPD Stock Holding History

Fiduciary Group’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 		$1.35M Sell
35,731
-320
-0.9% -$11.3K 0.12% 138
2025
Q4 		$1.16M Buy
36,051
+1,332
+4% +$42.1K 0.1% 147
2025
Q3 		$1.09M Buy
34,719
+701
+2% +$22.1K 0.1% 154
2025
Q2 		$1.05M Buy
34,018
+9,376
+38% +$292K 0.1% 155
2025
Q1 		$841K Buy
24,642
+300
+1% +$9.99K 0.08% 165
2024
Q4 		$763K Buy
24,342
+2,738
+13% +$84.1K 0.08% 168
2024
Q3 		$629K Buy
21,604
+3,357
+18% +$98.1K 0.06% 178
2024
Q2 		$529K Sell
18,247
-184
-1% -$5.28K 0.06% 184
2024
Q1 		$538K Buy
18,431
+3
+0% +$82 0.06% 181
2023
Q4 		$486K Buy
18,428
+944
+5% +$25.1K 0.06% 180
2023
Q3 		$479K Buy
17,484
+1,358
+8% +$36.3K 0.06% 168
2023
Q2 		$425K Buy
16,126
+9
+0.1% +$235 0.05% 174
2023
Q1 		$417K Buy
16,117
+3,728
+30% +$95.8K 0.05% 176
2022
Q4 		$299K Buy
12,389
+502
+4% +$12.4K 0.04% 190
2022
Q3 		$297K Buy
11,887
+285
+2% +$7.35K 0.04% 195
2022
Q2 		$311K Sell
11,602
-1,247
-10% -$32.8K 0.04% 192
2022
Q1 		$333K Sell
12,849
-160
-1% -$3.88K 0.04% 177
2021
Q4 		$286K Buy
13,009
+1,552
+14% +$34.8K 0.03% 202
2021
Q3 		$278K Buy
+11,457
New +$260K 0.03% 204

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

Fiduciary Group's EPD Position: Q1 2026 in Review

Fiduciary Group reduced its Enterprise Products Partners (EPD) stake by 0.89% in Q1 2026, selling an estimated $11.3K and leaving 35,731 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #138.

Fiduciary Group first reported a position in EPD in Q3 2021 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Fiduciary Group held 35,731 shares of Enterprise Products Partners worth $1.35M as of Q1 2026.
  • Fiduciary Group sold 320 Enterprise Products Partners shares in Q1 2026, an estimated $11.3K.
  • Enterprise Products Partners made up 0.12% of Fiduciary Group's portfolio in Q1 2026, its #138 holding.
  • Fiduciary Group first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.