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Leading Edge Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Leading Edge Financial Planning’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 		$626K Buy
16,545
+227
+1% +$8.04K 0.13% 35
2025
Q4 		$523K Buy
16,318
+251
+2% +$7.94K 0.12% 35
2025
Q3 		$502K Buy
16,067
+250
+2% +$7.89K 0.13% 36
2025
Q2 		$490K Buy
15,817
+241
+2% +$7.51K 0.14% 37
2025
Q1 		$532K Sell
15,576
-199
-1% -$6.63K 0.17% 33
2024
Q4 		$495K Buy
15,775
+243
+2% +$7.46K 0.16% 36
2024
Q3 		$452K Buy
15,532
+147
+1% +$4.29K 0.15% 36
2024
Q2 		$446K Sell
15,385
-428
-3% -$12.3K 0.18% 34
2024
Q1 		$461K Buy
15,813
+202
+1% +$5.55K 0.2% 32
2023
Q4 		$411K Buy
15,611
+195
+1% +$5.2K 0.21% 34
2023
Q3 		$422K Sell
15,416
-849
-5% -$22.7K 0.27% 41
2023
Q2 		$429K Sell
16,265
-188
-1% -$4.91K 0.28% 35
2023
Q1 		$426K Buy
16,453
+181
+1% +$4.65K 0.31% 42
2022
Q4 		$392K Buy
+16,272
New +$401K 0.34% 42

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

Leading Edge Financial Planning's EPD Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Enterprise Products Partners (EPD) stake by 1.4% in Q1 2026, buying an estimated $8.04K and bringing the position to 16,545 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #35.

Leading Edge Financial Planning first reported a position in EPD in Q4 2022 and has held it in 14 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Leading Edge Financial Planning held 16,545 shares of Enterprise Products Partners worth $626K as of Q1 2026.
  • Leading Edge Financial Planning bought 227 Enterprise Products Partners shares in Q1 2026, an estimated $8.04K.
  • Enterprise Products Partners made up 0.13% of Leading Edge Financial Planning's portfolio in Q1 2026, its #35 holding.
  • Leading Edge Financial Planning first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 14 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.