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Future Financial Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Future Financial 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
-2,550
Closed -$79.7K – 210
2025
Q3 		$79.7K Sell
2,550
-100
-4% -$3.15K 0.05% 198
2025
Q2 		$82.2K Hold
2,650
– – 0.06% 185
2025
Q1 		$90.5K Hold
2,650
– – 0.07% 165
2024
Q4 		$83.1K Sell
2,650
-3,480
-57% -$107K 0.06% 177
2024
Q3 		$178K Buy
+6,130
New +$179K 0.13% 123
2024
Q2 		– Sell
-6,130
Closed -$179K – 211
2024
Q1 		$179K Sell
6,130
-1,682
-22% -$46.2K 0.14% 125
2023
Q4 		$206K Buy
7,812
+23
+0.3% +$613 0.2% 98
2023
Q3 		$213K Buy
7,789
+23
+0.3% +$615 0.24% 94
2023
Q2 		$205K Sell
7,766
-977
-11% -$25.5K 0.22% 103
2023
Q1 		$228K Sell
8,743
-978
-10% -$25.1K 0.25% 94
2022
Q4 		$234K Buy
9,721
+693
+8% +$17.1K 0.27% 91
2022
Q3 		$220K Buy
9,028
+569
+7% +$14.7K 0.25% 102
2022
Q2 		$218K Hold
8,459
– – 0.21% 116
2022
Q1 		$218K Buy
8,459
+21
+0.2% +$510 0.18% 116
2021
Q4 		$191K Buy
+8,438
New +$189K 0.15% 130

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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Future Financial Wealth Management's EPD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 2,550 shares — an estimated $79.7K sold.

Future Financial Wealth Management first reported a position in EPD in Q4 2021 and held it in 15 quarters. The position peaked at $234K in Q4 2022. 1,491 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 2,550 Enterprise Products Partners shares in Q4 2025, an estimated $79.7K.
  • Future Financial Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and held it in 15 quarters.
  • Future Financial Wealth Management's Enterprise Products Partners position peaked at $234K in Q4 2022.
  • 1,491 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

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