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

Financial Engines 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
2025
Q1 		– Sell
-7,105
Closed -$223K – 435
2024
Q4 		$223K Buy
+7,105
New +$218K ﹤0.01% 419
2022
Q1 		– Sell
-12,356
Closed -$271K – 317
2021
Q4 		$271K Buy
+12,356
New +$277K ﹤0.01% 230

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Neuberger Berman Group
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TCA
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KACA
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Financial Engines Advisors's EPD Position: Q1 2025 in Review

Financial Engines Advisors sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 7,105 shares — an estimated $223K sold.

Financial Engines Advisors first reported a position in EPD in Q4 2021 and held it in 2 quarters. The position peaked at $271K in Q4 2021. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Financial Engines Advisors reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 7,105 Enterprise Products Partners shares in Q1 2025, an estimated $223K.
  • Financial Engines Advisors first reported a position in Enterprise Products Partners in Q4 2021 and held it in 2 quarters.
  • Financial Engines Advisors's Enterprise Products Partners position peaked at $271K in Q4 2021.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.