Lantern Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Lantern Wealth Advisors’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	$349K	Hold	9,230	–	–	0.18%	125
2025 Q4	$296K	Hold	9,230	–	–	0.16%	123
2025 Q3	$289K	Sell	9,230 -1,124	-11%	-$35.5K	0.15%	122
2025 Q2	$321K	Buy	+10,354	New	+$323K	0.19%	110
2024 Q4	$331K	Hold	10,547	–	–	0.21%	95
2024 Q3	$307K	Hold	10,547	–	–	0.21%	94
2024 Q2	$306K	Hold	10,547	–	–	0.22%	89
2024 Q1	$308K	Hold	10,547	–	–	0.22%	101
2023 Q4	$278K	Buy	+10,547	New	+$281K	0.22%	93

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Lantern Wealth Advisors's EPD Position: Q1 2026 in Review

Lantern Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 9,230 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #125.

Lantern Wealth Advisors first reported a position in EPD in Q4 2023 and has held it in 9 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Lantern Wealth Advisors held 9,230 shares of Enterprise Products Partners worth $349K as of Q1 2026.
Lantern Wealth Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.18% of Lantern Wealth Advisors's portfolio in Q1 2026, its #125 holding.
Lantern Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 9 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.