Insigneo Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Insigneo Advisory Services’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	$480K	Buy	12,694 +5,351	+73%	+$189K	0.03%	388
2025 Q4	$235K	Sell	7,343 -5,283	-42%	-$167K	0.02%	591
2025 Q3	$395K	Buy	12,626 +412	+3%	+$13K	0.03%	439
2025 Q2	$379K	Sell	12,214 -384	-3%	-$12K	0.03%	399
2025 Q1	$430K	Sell	12,598 -1,462	-10%	-$48.7K	0.04%	337
2024 Q4	$441K	Sell	14,060 -2,052	-13%	-$63K	0.05%	323
2024 Q3	$469K	Buy	16,112 +1,465	+10%	+$42.8K	0.05%	329
2024 Q2	$408K	Buy	14,647 +2,465	+20%	+$70.7K	0.05%	333
2024 Q1	$355K	Buy	12,182 +865	+8%	+$23.8K	0.04%	343
2023 Q4	$298K	Buy	+11,317	New	+$302K	0.04%	330

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

Insigneo Advisory Services's EPD Position: Q1 2026 in Review

Insigneo Advisory Services increased its Enterprise Products Partners (EPD) stake by 73% in Q1 2026, buying an estimated $189K and bringing the position to 12,694 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #388.

Insigneo Advisory Services first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Insigneo Advisory Services held 12,694 shares of Enterprise Products Partners worth $480K as of Q1 2026.
Insigneo Advisory Services bought 5,351 Enterprise Products Partners shares in Q1 2026, an estimated $189K.
Enterprise Products Partners made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #388 holding.
Insigneo Advisory Services first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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