IFG Advisory’s Enterprise Products Partners EPD Stock Holding History

IFG 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	$227K	Sell	6,000 -66,105	-92%	-$2.34M	0.65%	24
2025 Q4	$2.31M	Sell	72,105 -2,374	-3%	-$75.1K	0.1%	224
2025 Q3	$2.33M	Sell	74,479 -23,957	-24%	-$756K	0.11%	213
2025 Q2	$3.05M	Buy	98,436 +902	+0.9%	+$28.1K	0.15%	171
2025 Q1	$3.33M	Buy	97,534 +22,680	+30%	+$755K	0.18%	141
2024 Q4	$2.35M	Buy	74,854 +6,350	+9%	+$195K	0.13%	189
2024 Q3	$1.99M	Buy	68,504 +1,150	+2%	+$33.6K	0.13%	202
2024 Q2	$1.95M	Sell	67,354 -13,943	-17%	-$400K	0.13%	195
2024 Q1	$2.37M	Buy	81,297 +22,906	+39%	+$629K	0.18%	161
2023 Q4	$1.54M	Buy	58,391 +7,016	+14%	+$187K	0.11%	208
2023 Q3	$1.41M	Buy	51,375 +3,743	+8%	+$100K	0.12%	200
2023 Q2	$1.26M	Buy	47,632 +12,016	+34%	+$314K	0.11%	202
2023 Q1	$922K	Sell	35,616 -683	-2%	-$17.5K	0.09%	219
2022 Q4	$875K	Buy	36,299 +14,460	+66%	+$356K	0.09%	222
2022 Q3	$519K	Sell	21,839 -14,232	-39%	-$367K	0.05%	307
2022 Q2	$878K	Sell	36,071 -2,933	-8%	-$77.2K	0.09%	209
2022 Q1	$1.01M	Sell	39,004 -1,573	-4%	-$38.2K	0.1%	205
2021 Q4	$891K	Buy	40,577 +16,858	+71%	+$378K	0.09%	216
2021 Q3	$513K	Sell	23,719 -47	-0.2%	-$1.07K	0.06%	285
2021 Q2	$573K	Sell	23,766 -12,704	-35%	-$301K	0.06%	267
2021 Q1	$803K	Sell	36,470 -1,070	-3%	-$23.5K	0.1%	222
2020 Q4	$735K	Buy	37,540 +14,811	+65%	+$276K	0.1%	210
2020 Q3	$358K	Buy	22,729 +2,445	+12%	+$42.8K	0.06%	289
2020 Q2	$368K	Sell	20,284 -815	-4%	-$14.6K	0.07%	263
2020 Q1	$301K	Buy	21,099 +3,507	+20%	+$81.5K	0.07%	263
2019 Q4	$495K	Sell	17,592 -2,468	-12%	-$66.9K	0.09%	235
2019 Q3	$573K	Sell	20,060 -658	-3%	-$19.2K	0.11%	209
2019 Q2	$598K	Buy	20,718 +1,250	+6%	+$36K	0.11%	189
2019 Q1	$566K	Buy	19,468 +1,802	+10%	+$50.3K	0.11%	184
2018 Q4	$434K	Buy	17,666 +1,256	+8%	+$33.6K	0.1%	191
2018 Q3	$471K	Sell	16,410 -1,271	-7%	-$36.7K	0.09%	216
2018 Q2	$489K	Sell	17,681 -7	-0%	-$191	0.1%	197
2018 Q1	$433K	Buy	17,688 +1,426	+9%	+$38K	0.1%	203
2017 Q4	$431K	Buy	+16,262	New	+$412K	0.1%	198

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

IFG Advisory's EPD Position: Q1 2026 in Review

IFG Advisory reduced its Enterprise Products Partners (EPD) stake by 92% in Q1 2026, selling an estimated $2.34M and leaving 6,000 shares worth $227K. The position accounts for 0.65% of the portfolio, ranked #24.

IFG Advisory first reported a position in EPD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.33M in Q1 2025. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

IFG Advisory held 6,000 shares of Enterprise Products Partners worth $227K as of Q1 2026.
IFG Advisory sold 66,105 Enterprise Products Partners shares in Q1 2026, an estimated $2.34M.
Enterprise Products Partners made up 0.65% of IFG Advisory's portfolio in Q1 2026, its #24 holding.
IFG Advisory first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 34 quarters since.
IFG Advisory's Enterprise Products Partners position peaked at $3.33M in Q1 2025.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.