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
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 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

Key Financial Inc's EPD Position: Q1 2026 in Review

Key Financial Inc increased its Enterprise Products Partners (EPD) stake by 96% in Q1 2026, buying an estimated $74.5K and bringing the position to 4,288 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #320.

Key Financial Inc first reported a position in EPD in Q1 2020 and has held it in 23 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Key Financial Inc held 4,288 shares of Enterprise Products Partners worth $162K as of Q1 2026.
  • Key Financial Inc bought 2,104 Enterprise Products Partners shares in Q1 2026, an estimated $74.5K.
  • Enterprise Products Partners made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #320 holding.
  • Key Financial Inc first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 23 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.