Jefferies Financial Group’s Enterprise Products Partners EPD Stock Holding History

Jefferies Financial Group’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	–	Sell	-100,000	Closed	-$3.21M	–	1876
2025 Q4	$3.21M	Buy	+100,000	New	+$3.16M	0.02%	619
2023 Q4	–	Sell	-120,200	Closed	-$3.29M	–	1780
2023 Q3	$3.29M	Buy	+120,200	New	+$3.22M	0.03%	462
2023 Q2	–	Sell	-211,900	Closed	-$5.49M	–	1768
2023 Q1	$5.49M	Buy	+211,900	New	+$5.44M	0.04%	336

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

Jefferies Financial Group's EPD Position: Q1 2026 in Review

Jefferies Financial Group increased its Enterprise Products Partners (EPD) stake by 380% in Q1 2026, buying an estimated $1.76M and bringing the position to 62,781 shares worth $2.38M. The position accounts for 0.02% of the portfolio, ranked #575.

Jefferies Financial Group first reported a position in EPD in Q1 2023 and has held it in 8 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Jefferies Financial Group held 62,781 shares of Enterprise Products Partners worth $2.38M as of Q1 2026.
Jefferies Financial Group bought 49,711 Enterprise Products Partners shares in Q1 2026, an estimated $1.76M.
Enterprise Products Partners made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #575 holding.
Jefferies Financial Group first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 8 quarters since.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.