FWM
EPD icon

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

FLP 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
Q1 		– Sell
-248
Closed -$7.78K – 173
2024
Q4 		$7.78K Buy
+248
New +$7.62K 0.02% 262

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

FLP Wealth Management's EPD Position: Q1 2025 in Review

FLP Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 248 shares — an estimated $7.78K sold.

FLP Wealth Management first reported a position in EPD in Q4 2024 and held it in 1 quarter. The position peaked at $7.78K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • FLP Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 248 Enterprise Products Partners shares in Q1 2025, an estimated $7.78K.
  • FLP Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Enterprise Products Partners position peaked at $7.78K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.