Kiley Juergens Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Kiley Juergens Wealth Management’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	$507K	Sell	13,407 -74	-0.5%	-$2.62K	0.09%	136
2025 Q4	$432K	Buy	13,481 +26	+0.2%	+$822	0.09%	68
2025 Q3	$421K	Sell	13,455 -84	-0.6%	-$2.65K	0.09%	68
2025 Q2	$420K	Buy	+13,539	New	+$422K	0.1%	70
2023 Q2	–	Sell	-15,003	Closed	-$389K	–	73
2023 Q1	$389K	Buy	15,003 +2,057	+16%	+$52.8K	0.15%	68
2022 Q4	$312K	Buy	+12,946	New	+$319K	0.13%	69
2022 Q3	–	Sell	-12,835	Closed	-$312K	–	72
2022 Q2	$312K	Buy	+12,835	New	+$338K	0.15%	68
2022 Q1	–	Sell	-12,728	Closed	-$279K	–	58
2021 Q4	$279K	Buy	+12,728	New	+$285K	0.11%	69
2020 Q3	–	Sell	-11,074	Closed	-$201K	–	47
2020 Q2	$201K	Buy	+11,074	New	+$198K	0.17%	47
2018 Q4	–	Sell	-6,730	Closed	-$193K	–	219
2018 Q3	$193K	Sell	6,730 -236	-3%	-$6.82K	0.14%	102
2018 Q2	$192K	Buy	+6,966	New	+$191K	0.17%	81
2018 Q1	–	Sell	-4,928	Closed	-$130K	–	239
2017 Q4	$130K	Buy	+4,928	New	+$125K	0.12%	107

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Kiley Juergens Wealth Management's EPD Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Enterprise Products Partners (EPD) stake by 0.55% in Q1 2026, selling an estimated $2.62K and leaving 13,407 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #136.

Kiley Juergens Wealth Management first reported a position in EPD in Q4 2017 and has held it in 12 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Kiley Juergens Wealth Management held 13,407 shares of Enterprise Products Partners worth $507K as of Q1 2026.
Kiley Juergens Wealth Management sold 74 Enterprise Products Partners shares in Q1 2026, an estimated $2.62K.
Enterprise Products Partners made up 0.09% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #136 holding.
Kiley Juergens Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 12 quarters since.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.