LWANC
EPD icon

Laurel Wealth Advisors (North Carolina)’s Enterprise Products Partners EPD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3,204
Closed -$103K – 329
2025
Q4 		$103K Buy
+3,204
New +$101K 0.01% 249
2025
Q2 		– Sell
-3,204
Closed -$109K – 332
2025
Q1 		$109K Hold
3,204
– – 0.02% 234
2024
Q4 		$100K Hold
3,204
– – 0.02% 236
2024
Q3 		$93.3K Buy
3,204
+519
+19% +$15.2K 0.01% 243
2024
Q2 		$77.8K Hold
2,685
– – 0.01% 255
2024
Q1 		$78.3K Hold
2,685
– – 0.01% 255
2023
Q4 		$70.8K Hold
2,685
– – 0.01% 253
2023
Q3 		$73.5K Hold
2,685
– – 0.02% 249
2023
Q2 		$70.8K Hold
2,685
– – 0.01% 254
2023
Q1 		$69.5K Hold
2,685
– – 0.01% 257
2022
Q4 		$64.8K Hold
2,685
– – 0.01% 241
2022
Q3 		$64K Hold
2,685
– – 0.02% 241
2022
Q2 		$65K Hold
2,685
– – 0.02% 238
2022
Q1 		$69K Hold
2,685
– – 0.01% 251
2021
Q4 		$59K Hold
2,685
– – 0.01% 259
2021
Q3 		$58K Sell
2,685
-16,000
-86% -$363K 0.01% 261
2021
Q2 		$451K Sell
18,685
-950
-5% -$22.5K 0.1% 128
2021
Q1 		$432K Sell
19,635
-183
-0.9% -$4.02K 0.1% 122
2020
Q4 		$388K Buy
19,818
+16,950
+591% +$316K 0.1% 124
2020
Q3 		$45K Sell
2,868
-300
-9% -$5.26K 0.01% 248
2020
Q2 		$58K Sell
3,168
-130
-4% -$2.33K 0.02% 222
2020
Q1 		$47K Buy
3,298
+333
+11% +$7.73K 0.02% 226
2019
Q4 		$83K Hold
2,965
– – 0.03% 202
2019
Q3 		$85K Hold
2,965
– – 0.03% 193
2019
Q2 		$86K Hold
2,965
– – 0.03% 191
2019
Q1 		$86K Hold
2,965
– – 0.03% 189
2018
Q4 		$73K Buy
+2,965
New +$79.4K 0.03% 187

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

Laurel Wealth Advisors (North Carolina)'s EPD Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 3,204 shares — an estimated $103K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EPD in Q4 2018 and held it in 27 quarters. The position peaked at $451K in Q2 2021. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,204 Enterprise Products Partners shares in Q1 2026, an estimated $103K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Enterprise Products Partners in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Enterprise Products Partners position peaked at $451K in Q2 2021.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.