Heritage Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Heritage Wealth 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
2026 Q1	$13M	Sell	343,769 -16,572	-5%	-$587K	0.51%	30
2025 Q4	$11.6M	Sell	360,341 -7,074	-2%	-$224K	0.44%	34
2025 Q3	$11.5M	Buy	367,415 +4,090	+1%	+$129K	0.5%	33
2025 Q2	$11.3M	Buy	363,325 +57	+0%	+$1.78K	0.54%	32
2025 Q1	$12.4M	Sell	363,268 -8,596	-2%	-$286K	0.63%	31
2024 Q4	$11.7M	Buy	371,864 +1,532	+0.4%	+$47.1K	0.58%	32
2024 Q3	$10.8M	Sell	370,332 -1,825	-0.5%	-$53.3K	0.51%	33
2024 Q2	$10.8M	Sell	372,157 -1,059	-0.3%	-$30.4K	0.49%	35
2024 Q1	$10.9M	Buy	373,216 +25,939	+7%	+$712K	0.5%	35
2023 Q4	$9.15M	Sell	347,277 -2,780	-0.8%	-$74.1K	0.46%	35
2023 Q3	$9.58M	Sell	350,057 -77	-0%	-$2.06K	0.52%	33
2023 Q2	$9.23M	Sell	350,134 -263	-0.1%	-$6.87K	0.49%	33
2023 Q1	$9.08M	Buy	350,397 +43,776	+14%	+$1.12M	0.51%	33
2022 Q4	$7.4M	Buy	306,621 +18,034	+6%	+$444K	0.43%	35
2022 Q3	$6.86M	Buy	288,587 +32,303	+13%	+$833K	0.5%	33
2022 Q2	$6.25M	Buy	256,284 +7,547	+3%	+$199K	0.43%	34
2022 Q1	$6.42M	Buy	248,737 +41,583	+20%	+$1.01M	0.36%	35
2021 Q4	$4.55M	Sell	207,154 -4,316	-2%	-$96.8K	0.25%	41
2021 Q3	$4.58M	Sell	211,470 -2,500	-1%	-$56.8K	0.28%	40
2021 Q2	$5.16M	Sell	213,970 -1,995	-0.9%	-$47.2K	0.32%	39
2021 Q1	$4.76M	Sell	215,965 -935	-0.4%	-$20.6K	0.29%	40
2020 Q4	$4.25M	Buy	216,900 +20,077	+10%	+$374K	0.27%	41
2020 Q3	$3.11M	Buy	+196,823	New	+$3.45M	0.4%	37
2020 Q1	–	Sell	-51,287	Closed	-$1.44M	–	481
2019 Q4	$1.44M	Buy	51,287 +4,785	+10%	+$130K	0.19%	53
2019 Q3	$1.33M	Buy	46,502 +241	+0.5%	+$7.02K	0.2%	53
2019 Q2	$1.34M	Buy	46,261 +362	+0.8%	+$10.4K	0.2%	50
2019 Q1	$1.34M	Sell	45,899 -30,754	-40%	-$859K	0.22%	43
2018 Q4	$1.88M	Buy	76,653 +858	+1%	+$23K	0.37%	35
2018 Q3	$2.18M	Buy	75,795 +10,605	+16%	+$306K	0.43%	32
2018 Q2	$1.81M	Sell	65,190 -380	-0.6%	-$10.4K	0.68%	30
2018 Q1	$1.6M	Sell	65,570 -1,081	-2%	-$28.8K	0.67%	30
2017 Q4	$1.76M	Sell	66,651 -2,449	-4%	-$62K	0.76%	26
2017 Q3	$1.8M	Sell	69,100 -214	-0.3%	-$5.66K	0.91%	22
2017 Q2	$1.87M	Buy	69,314 +839	+1%	+$22.7K	0.97%	19
2017 Q1	$1.89M	Buy	+68,475	New	+$1.91M	1.02%	21
2015 Q3	–	Sell	-49,723	Closed	-$1.49M	–	75
2015 Q2	$1.49M	Buy	49,723 +1,652	+3%	+$54.1K	1.23%	11
2015 Q1	$1.58M	Buy	48,071 +3,800	+9%	+$127K	1.31%	11
2014 Q4	$1.6M	Buy	44,271 +2,045	+5%	+$75.6K	1.43%	11
2014 Q3	$1.7M	Buy	42,226 +946	+2%	+$37.1K	1.77%	11
2014 Q2	$1.62M	Buy	41,280 +254	+0.6%	+$9.37K	1.73%	11
2014 Q1	$1.42M	Buy	41,026 +4,490	+12%	+$149K	1.64%	11
2013 Q4	$1.21M	Buy	+36,536	New	+$1.14M	1.53%	11

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Heritage Wealth Advisors's EPD Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 4.6% in Q1 2026, selling an estimated $587K and leaving 343,769 shares worth $13M. The position accounts for 0.51% of the portfolio, ranked #30.

Heritage Wealth Advisors first reported a position in EPD in Q4 2013 and has held it in 42 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Heritage Wealth Advisors held 343,769 shares of Enterprise Products Partners worth $13M as of Q1 2026.
Heritage Wealth Advisors sold 16,572 Enterprise Products Partners shares in Q1 2026, an estimated $587K.
Enterprise Products Partners made up 0.51% of Heritage Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Heritage Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 42 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.