Key Financial Inc
EPD icon

Key Financial Inc’s Enterprise Products Partners EPD Stock Holding History

Key Financial Inc’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
Q3 		$138K Sell
3,888
-400
-9% -$15.3K 0.02% 357
2026
Q2 		$158K Hold
4,288
– – 0.03% 342
2026
Q1 		$162K Buy
4,288
+2,104
+96% +$74.5K 0.03% 320
2025
Q4 		$70K Hold
2,184
– – 0.01% 461
2025
Q3 		$68K Buy
2,184
+400
+22% +$12.6K 0.01% 458
2025
Q2 		$55.3K Hold
1,784
– – 0.01% 469
2025
Q1 		$60.9K Hold
1,784
– – 0.01% 444
2024
Q4 		$55.9K Sell
1,784
-520
-23% -$16K 0.01% 463
2024
Q3 		$67.1K Hold
2,304
– – 0.01% 427
2024
Q2 		$66.8K Hold
2,304
– – 0.02% 411
2024
Q1 		$67.2K Hold
2,304
– – 0.02% 387
2023
Q4 		$60.7K Hold
2,304
– – 0.02% 390
2023
Q3 		$63.1K Hold
2,304
– – 0.02% 365
2023
Q2 		$60.7K Hold
2,304
– – 0.02% 376
2023
Q1 		$59.7K Hold
2,304
– – 0.02% 367
2022
Q4 		$54.8K Hold
2,304
– – 0.03% 345
2022
Q3 		$55K Sell
2,304
-1,000
-30% -$25.8K 0.03% 350
2022
Q2 		$81K Hold
3,304
– – 0.04% 280
2022
Q1 		$85K Buy
3,304
+1,000
+43% +$24.3K 0.04% 282
2021
Q4 		$51K Hold
2,304
– – 0.03% 350
2021
Q3 		$50K Hold
2,304
– – 0.03% 344
2021
Q2 		$52K Sell
2,304
-400
-15% -$9.47K 0.03% 349
2021
Q1 		$60K Buy
2,704
+400
+17% +$8.8K 0.04% 251
2020
Q4 		$45K Buy
+2,304
New +$42.9K 0.03% 258
2020
Q2 		– Sell
-2,904
Closed -$40K – 248
2020
Q1 		$40K Buy
+2,904
New +$67.4K 0.04% 239

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Key Financial Inc's EPD Position: Q3 2026 in Review

Key Financial Inc reduced its Enterprise Products Partners (EPD) stake by 9.3% in Q3 2026, selling an estimated $15.3K and leaving 3,888 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #357.

Key Financial Inc first reported a position in EPD in Q1 2020 and has held it in 25 quarters since. The position peaked at $162K in Q1 2026. 1,001 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Key Financial Inc held 3,888 shares of Enterprise Products Partners worth $138K as of Q3 2026.
  • Key Financial Inc sold 400 Enterprise Products Partners shares in Q3 2026, an estimated $15.3K.
  • Enterprise Products Partners made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #357 holding.
  • Key Financial Inc first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Enterprise Products Partners position peaked at $162K in Q1 2026.
  • 1,001 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.