KFI
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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
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% +$8.79K 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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Key Financial Inc's EPD Position: Q2 2026 in Review

Key Financial Inc held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 4,288 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #342.

Key Financial Inc first reported a position in EPD in Q1 2020 and has held it in 24 quarters since. The position peaked at $162K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Key Financial Inc held 4,288 shares of Enterprise Products Partners worth $158K as of Q2 2026.
  • Key Financial Inc left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #342 holding.
  • Key Financial Inc first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Enterprise Products Partners position peaked at $162K in Q1 2026.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.