Intellus Advisors’s Enterprise Products Partners EPD Stock Holding History

Intellus 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	$2.65M	Buy	69,973 +88	+0.1%	+$3.12K	0.36%	32
2025 Q4	$2.24M	Buy	69,885 +5,708	+9%	+$180K	0.3%	36
2025 Q3	$2.01M	Buy	64,177 +1,470	+2%	+$46.4K	0.27%	37
2025 Q2	$1.94M	Buy	62,707 +1,776	+3%	+$55.3K	0.29%	33
2025 Q1	$2.08M	Sell	60,931 -1,158	-2%	-$38.6K	0.36%	32
2024 Q4	$1.95M	Buy	+62,089	New	+$1.91M	0.34%	35

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

Intellus Advisors's EPD Position: Q1 2026 in Review

Intellus Advisors increased its Enterprise Products Partners (EPD) stake by 0.13% in Q1 2026, buying an estimated $3.12K and bringing the position to 69,973 shares worth $2.65M. The position accounts for 0.36% of the portfolio, ranked #32.

Intellus Advisors first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Intellus Advisors held 69,973 shares of Enterprise Products Partners worth $2.65M as of Q1 2026.
Intellus Advisors bought 88 Enterprise Products Partners shares in Q1 2026, an estimated $3.12K.
Enterprise Products Partners made up 0.36% of Intellus Advisors's portfolio in Q1 2026, its #32 holding.
Intellus Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.