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Kelleher Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Kelleher Financial 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 		$151K Sell
4,000
-6,553
-62% -$232K 0.04% 231
2025
Q4 		$338K Hold
10,553
– – 0.08% 156
2025
Q3 		$330K Buy
+10,553
New +$333K 0.08% 138
2024
Q2 		– Sell
-10,553
Closed -$308K – 121
2024
Q1 		$308K Buy
+10,553
New +$290K 0.13% 96
2023
Q3 		– Sell
-9,004
Closed -$237K – 113
2023
Q2 		$237K Buy
9,004
+28
+0.3% +$732 0.14% 93
2023
Q1 		$232K Buy
8,976
+28
+0.3% +$719 0.15% 90
2022
Q4 		$216K Buy
8,948
+28
+0.3% +$689 0.16% 82
2022
Q3 		$212K Hold
8,920
– – 0.15% 94
2022
Q2 		$217K Buy
+8,920
New +$235K 0.1% 121
2021
Q3 		– Sell
-9,913
Closed -$238K – 151
2021
Q2 		$238K Sell
9,913
-6,613
-40% -$157K 0.13% 108
2021
Q1 		$363K Buy
+16,526
New +$363K 0.23% 74
2020
Q3 		– Sell
-11,064
Closed -$201K – 109
2020
Q2 		$201K Sell
11,064
-947
-8% -$16.9K 0.19% 90
2020
Q1 		$171K Sell
12,011
-150
-1% -$3.48K 0.2% 83
2019
Q4 		$342K Buy
12,161
+4,323
+55% +$117K 0.34% 63
2019
Q3 		$224K Sell
7,838
-1,067
-12% -$31.1K 0.27% 76
2019
Q2 		$256K Buy
+8,905
New +$257K 0.32% 73
2018
Q4 		– Sell
-7,819
Closed -$225K – 82
2018
Q3 		$225K Sell
7,819
-1,067
-12% -$30.8K 0.29% 79
2018
Q2 		$245K Buy
8,886
+76
+0.9% +$2.08K 0.35% 71
2018
Q1 		$215K Buy
+8,810
New +$235K 0.29% 80
2016
Q2 		– Sell
-160
Closed -$3K – 157
2016
Q1 		$3K Buy
+160
New +$3.73K ﹤0.01% 222

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

Kelleher Financial Advisors's EPD Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Enterprise Products Partners (EPD) stake by 62% in Q1 2026, selling an estimated $232K and leaving 4,000 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #231.

Kelleher Financial Advisors first reported a position in EPD in Q1 2016 and has held it in 20 quarters since. The position peaked at $363K in Q1 2021. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Kelleher Financial Advisors held 4,000 shares of Enterprise Products Partners worth $151K as of Q1 2026.
  • Kelleher Financial Advisors sold 6,553 Enterprise Products Partners shares in Q1 2026, an estimated $232K.
  • Enterprise Products Partners made up 0.04% of Kelleher Financial Advisors's portfolio in Q1 2026, its #231 holding.
  • Kelleher Financial Advisors first reported a position in Enterprise Products Partners in Q1 2016 and has held it in 20 quarters since.
  • Kelleher Financial Advisors's Enterprise Products Partners position peaked at $363K in Q1 2021.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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