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HBK Sorce Advisory’s Enterprise Products Partners EPD Stock Holding History

HBK Sorce Advisory’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 		$646K Sell
17,370
-18
-0.1% -$637 0.01% 325
2025
Q4 		$607K Sell
17,388
-586
-3% -$18.5K 0.01% 334
2025
Q3 		$548K Buy
17,974
+621
+4% +$19.6K 0.01% 342
2025
Q2 		$538K Sell
17,353
-4,615
-21% -$144K 0.01% 328
2025
Q1 		$750K Buy
21,968
+23
+0.1% +$766 0.02% 264
2024
Q4 		$688K Buy
21,945
+31
+0.1% +$952 0.02% 278
2024
Q3 		$638K Sell
21,914
-1,412
-6% -$41.2K 0.02% 288
2024
Q2 		$676K Sell
23,326
-1,793
-7% -$51.4K 0.02% 276
2024
Q1 		$733K Sell
25,119
-232
-0.9% -$6.37K 0.03% 264
2023
Q4 		$668K Sell
25,351
-1,654
-6% -$44.1K 0.03% 266
2023
Q3 		$739K Sell
27,005
-4,911
-15% -$131K 0.03% 242
2023
Q2 		$841K Sell
31,916
-15,059
-32% -$394K 0.04% 233
2023
Q1 		$1.22M Buy
46,975
+37,759
+410% +$970K 0.06% 180
2022
Q4 		$222K Buy
+9,216
New +$227K 0.01% 629
2019
Q4 		– Sell
-8,136
Closed -$233K – 443
2019
Q3 		$233K Buy
+8,136
New +$237K 0.02% 369
2017
Q4 		– Sell
-13,827
Closed -$360K – 392
2017
Q3 		$360K Buy
+13,827
New +$366K 0.05% 222

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

HBK Sorce Advisory's EPD Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Enterprise Products Partners (EPD) stake by 0.1% in Q1 2026, selling an estimated $637 and leaving 17,370 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #325.

HBK Sorce Advisory first reported a position in EPD in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.22M in Q1 2023. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • HBK Sorce Advisory held 17,370 shares of Enterprise Products Partners worth $646K as of Q1 2026.
  • HBK Sorce Advisory sold 18 Enterprise Products Partners shares in Q1 2026, an estimated $637.
  • Enterprise Products Partners made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #325 holding.
  • HBK Sorce Advisory first reported a position in Enterprise Products Partners in Q3 2017 and has held it in 16 quarters since.
  • HBK Sorce Advisory's Enterprise Products Partners position peaked at $1.22M in Q1 2023.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.