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Lee Financial’s Enterprise Products Partners EPD Stock Holding History

Lee Financial’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 		$1.96M Buy
51,757
+166
+0.3% +$5.88K 0.28% 34
2025
Q4 		$1.65M Sell
51,591
-11,452
-18% -$362K 0.22% 47
2025
Q3 		$1.97M Buy
63,043
+11,492
+22% +$363K 0.25% 44
2025
Q2 		$1.6M Buy
51,551
+500
+1% +$15.6K 0.23% 48
2025
Q1 		$1.74M Sell
51,051
-13,518
-21% -$450K 0.27% 39
2024
Q4 		$2.02M Buy
64,569
+876
+1% +$26.9K 0.28% 33
2024
Q3 		$1.85M Buy
63,693
+13,753
+28% +$402K 0.26% 38
2024
Q2 		$1.45M Buy
49,940
+600
+1% +$17.2K 0.24% 43
2024
Q1 		$1.44M Buy
49,340
+887
+2% +$24.4K 0.24% 49
2023
Q4 		$1.28M Hold
48,453
– – 0.22% 52
2023
Q3 		$1.33M Buy
48,453
+724
+2% +$19.4K 0.25% 41
2023
Q2 		$1.26M Buy
47,729
+3,286
+7% +$85.9K 0.22% 51
2023
Q1 		$1.15M Buy
44,443
+389
+0.9% +$9.99K 0.2% 55
2022
Q4 		$1.06M Hold
44,054
– – 0.18% 63
2022
Q3 		$1.05M Sell
44,054
-875
-2% -$22.6K 0.2% 64
2022
Q2 		$1.09M Sell
44,929
-1,275
-3% -$33.5K 0.2% 65
2022
Q1 		$1.19M Buy
46,204
+3,823
+9% +$92.8K 0.21% 60
2021
Q4 		$930K Sell
42,381
-507
-1% -$11.4K 0.17% 64
2021
Q3 		$929K Sell
42,888
-1,092
-2% -$24.8K 0.19% 62
2021
Q2 		$1.06M Hold
43,980
– – 0.23% 60
2021
Q1 		$969K Buy
43,980
+10,416
+31% +$229K 0.23% 61
2020
Q4 		$657K Sell
33,564
-501
-1% -$9.33K 0.17% 71
2020
Q3 		$538K Sell
34,065
-1,000
-3% -$17.5K 0.15% 77
2020
Q2 		$637K Buy
35,065
+1,214
+4% +$21.7K 0.18% 76
2020
Q1 		$484K Sell
33,851
-5,500
-14% -$128K 0.16% 71
2019
Q4 		$1.11M Hold
39,351
– – 0.24% 56
2019
Q3 		$1.12M Hold
39,351
– – 0.25% 58
2019
Q2 		$1.14M Buy
39,351
+6,217
+19% +$179K 0.26% 54
2019
Q1 		$964K Hold
33,134
– – 0.23% 62
2018
Q4 		$815K Sell
33,134
-1,960
-6% -$52.5K 0.22% 60
2018
Q3 		$1.01M Sell
35,094
-45,467
-56% -$1.31M 0.25% 65
2018
Q2 		$2.23M Sell
80,561
-42,780
-35% -$1.17M 0.53% 27
2018
Q1 		$3.02M Buy
123,341
+46,517
+61% +$1.24M 0.77% 22
2017
Q4 		$2.04M Sell
76,824
-9,540
-11% -$242K 0.59% 28
2017
Q3 		$2.25M Buy
86,364
+740
+0.9% +$19.6K 0.73% 26
2017
Q2 		$2.32M Buy
85,624
+39,080
+84% +$1.06M 0.85% 24
2017
Q1 		$1.28M Sell
46,544
-209
-0.4% -$5.84K 0.51% 42
2016
Q4 		$1.26M Buy
+46,753
New +$1.22M 0.71% 33

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

Lee Financial's EPD Position: Q1 2026 in Review

Lee Financial increased its Enterprise Products Partners (EPD) stake by 0.32% in Q1 2026, buying an estimated $5.88K and bringing the position to 51,757 shares worth $1.96M. The position accounts for 0.28% of the portfolio, ranked #34.

Lee Financial first reported a position in EPD in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.02M in Q1 2018. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Lee Financial held 51,757 shares of Enterprise Products Partners worth $1.96M as of Q1 2026.
  • Lee Financial bought 166 Enterprise Products Partners shares in Q1 2026, an estimated $5.88K.
  • Enterprise Products Partners made up 0.28% of Lee Financial's portfolio in Q1 2026, its #34 holding.
  • Lee Financial first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 38 quarters since.
  • Lee Financial's Enterprise Products Partners position peaked at $3.02M in Q1 2018.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.