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Kestra Private Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Kestra Private Wealth Services’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 		$4.11M Sell
108,651
-13,807
-11% -$489K 0.05% 369
2025
Q4 		$3.93M Buy
122,458
+440
+0.4% +$13.9K 0.05% 360
2025
Q3 		$3.82M Buy
122,018
+10,034
+9% +$317K 0.05% 364
2025
Q2 		$3.47M Buy
111,984
+18,112
+19% +$564K 0.05% 359
2025
Q1 		$3.2M Buy
93,872
+13,068
+16% +$435K 0.05% 343
2024
Q4 		$2.53M Sell
80,804
-32,910
-29% -$1.01M 0.04% 375
2024
Q3 		$3.31M Sell
113,714
-862
-0.8% -$25.2K 0.06% 305
2024
Q2 		$3.32M Sell
114,576
-1,915
-2% -$54.9K 0.07% 281
2024
Q1 		$3.4M Sell
116,491
-872
-0.7% -$23.9K 0.08% 266
2023
Q4 		$3.09M Buy
+117,363
New +$3.13M 0.08% 263
2023
Q2 		– Sell
-39,970
Closed -$1.04M – 1102
2023
Q1 		$1.04M Buy
+39,970
New +$1.03M 0.04% 398
2022
Q4 		– Sell
-39,134
Closed -$931K – 927
2022
Q3 		$931K Hold
39,134
– – 0.05% 344
2022
Q2 		$954K Hold
39,134
– – 0.05% 353
2022
Q1 		$1.01M Buy
+39,134
New +$950K 0.05% 378
2020
Q4 		– Sell
-83,542
Closed -$1.32M – 750
2020
Q3 		$1.32M Buy
+83,542
New +$1.46M 0.11% 194

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

Kestra Private Wealth Services's EPD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Enterprise Products Partners (EPD) stake by 11% in Q1 2026, selling an estimated $489K and leaving 108,651 shares worth $4.11M. The position accounts for 0.05% of the portfolio, ranked #369.

Kestra Private Wealth Services first reported a position in EPD in Q3 2020 and has held it in 15 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Kestra Private Wealth Services held 108,651 shares of Enterprise Products Partners worth $4.11M as of Q1 2026.
  • Kestra Private Wealth Services sold 13,807 Enterprise Products Partners shares in Q1 2026, an estimated $489K.
  • Enterprise Products Partners made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #369 holding.
  • Kestra Private Wealth Services first reported a position in Enterprise Products Partners in Q3 2020 and has held it in 15 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.