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Finer Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Finer Wealth Management’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
Q4 		– Sell
-10,204
Closed -$319K – 84
2025
Q3 		$319K Buy
10,204
+9
+0.1% +$284 0.16% 67
2025
Q2 		$316K Sell
10,195
-242
-2% -$7.54K 0.17% 72
2025
Q1 		$356K Sell
10,437
-469
-4% -$15.6K 0.21% 69
2024
Q4 		$342K Sell
10,906
-1,732
-14% -$53.2K 0.2% 72
2024
Q3 		$368K Sell
12,638
-2,359
-16% -$68.9K 0.23% 65
2024
Q2 		$435K Sell
14,997
-464
-3% -$13.3K 0.28% 57
2024
Q1 		$451K Sell
15,461
-6,335
-29% -$174K 0.3% 56
2023
Q4 		$574K Sell
21,796
-4,609
-17% -$123K 0.43% 51
2023
Q3 		$723K Sell
26,405
-668
-2% -$17.9K 0.58% 42
2023
Q2 		$713K Sell
27,073
-85
-0.3% -$2.22K 0.56% 44
2023
Q1 		$703K Buy
27,158
+2,018
+8% +$51.8K 0.59% 43
2022
Q4 		$606K Sell
25,140
-12,592
-33% -$310K 0.57% 45
2022
Q3 		$897K Sell
37,732
-347
-0.9% -$8.95K 0.88% 34
2022
Q2 		$928K Buy
38,079
+18,832
+98% +$495K 0.85% 34
2022
Q1 		$497K Buy
19,247
+6,974
+57% +$169K 0.41% 52
2021
Q4 		$270K Buy
+12,273
New +$275K 0.22% 72

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Finer Wealth Management's EPD Position: Q4 2025 in Review

Finer Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 10,204 shares — an estimated $319K sold.

Finer Wealth Management first reported a position in EPD in Q4 2021 and held it in 16 quarters. The position peaked at $928K in Q2 2022. 1,484 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

  • Finer Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
  • Finer Wealth Management sold 10,204 Enterprise Products Partners shares in Q4 2025, an estimated $319K.
  • Finer Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and held it in 16 quarters.
  • Finer Wealth Management's Enterprise Products Partners position peaked at $928K in Q2 2022.
  • 1,484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Finer Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.