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

JFG 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
2025
Q3 		$634K Hold
20,280
– – 0.12% 41
2025
Q2 		$629K Hold
20,280
– – 0.13% 36
2025
Q1 		$692K Hold
20,280
– – 0.16% 39
2024
Q4 		$636K Hold
20,280
– – 0.15% 50
2024
Q3 		$590K Buy
20,280
+900
+5% +$26.3K 0.16% 41
2024
Q2 		$562K Buy
+19,380
New +$556K 0.16% 32

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JFG Wealth Management's EPD Position: Q3 2025 in Review

JFG Wealth Management held its Enterprise Products Partners (EPD) position steady in Q3 2025 at 20,280 shares worth $634K. The position accounts for 0.12% of the portfolio, ranked #41.

JFG Wealth Management first reported a position in EPD in Q2 2024 and has held it in 6 quarters since. The position peaked at $692K in Q1 2025. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • JFG Wealth Management held 20,280 shares of Enterprise Products Partners worth $634K as of Q3 2025.
  • JFG Wealth Management left its Enterprise Products Partners share count unchanged in Q3 2025.
  • Enterprise Products Partners made up 0.12% of JFG Wealth Management's portfolio in Q3 2025, its #41 holding.
  • JFG Wealth Management first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 6 quarters since.
  • JFG Wealth Management's Enterprise Products Partners position peaked at $692K in Q1 2025.
  • 1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.