JWM
EPD icon

Jeppson Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Jeppson Wealth Management’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 		$507K Sell
13,409
-290
-2% -$10.3K 0.16% 122
2025
Q4 		$439K Sell
13,699
-1,466
-10% -$46.4K 0.14% 134
2025
Q3 		$474K Buy
15,165
+5
+0% +$158 0.15% 127
2025
Q2 		$470K Buy
15,160
+1,580
+12% +$49.2K 0.16% 126
2025
Q1 		$464K Buy
13,580
+669
+5% +$22.3K 0.17% 122
2024
Q4 		$405K Sell
12,911
-150
-1% -$4.61K 0.15% 133
2024
Q3 		$380K Sell
13,061
-40
-0.3% -$1.17K 0.14% 143
2024
Q2 		$380K Buy
13,101
+200
+2% +$5.74K 0.14% 136
2024
Q1 		$376K Buy
12,901
+50
+0.4% +$1.37K 0.15% 142
2023
Q4 		$339K Sell
12,851
-1,801
-12% -$48K 0.14% 148
2023
Q3 		$401K Buy
14,652
+2,075
+16% +$55.5K 0.18% 121
2023
Q2 		$331K Buy
12,577
+2,070
+20% +$54.1K 0.14% 143
2023
Q1 		$272K Sell
10,507
-153
-1% -$3.93K 0.12% 157
2022
Q4 		$257K Sell
10,660
-1,105
-9% -$27.2K 0.11% 166
2022
Q3 		$280K Buy
11,765
+800
+7% +$20.6K 0.13% 148
2022
Q2 		$267K Buy
+10,965
New +$288K 0.11% 149
2020
Q4 		– Sell
-2,125
Closed -$34K – 226
2020
Q3 		$34K Buy
+2,125
New +$37.2K 0.03% 261

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Jeppson Wealth Management's EPD Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Enterprise Products Partners (EPD) stake by 2.1% in Q1 2026, selling an estimated $10.3K and leaving 13,409 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #122.

Jeppson Wealth Management first reported a position in EPD in Q3 2020 and has held it in 17 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Jeppson Wealth Management held 13,409 shares of Enterprise Products Partners worth $507K as of Q1 2026.
  • Jeppson Wealth Management sold 290 Enterprise Products Partners shares in Q1 2026, an estimated $10.3K.
  • Enterprise Products Partners made up 0.16% of Jeppson Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Jeppson Wealth Management first reported a position in Enterprise Products Partners in Q3 2020 and has held it in 17 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.