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Lion Street Advisors’s Enterprise Products Partners EPD Stock Holding History

Lion Street 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
2025
Q3 		$500K Buy
22,060
+9,072
+70% +$286K 0.17% 119
2025
Q2 		$403K Sell
12,988
-203
-2% -$6.32K 0.12% 177
2025
Q1 		$450K Buy
13,191
+44
+0.3% +$1.47K 0.14% 158
2024
Q4 		$412K Buy
13,147
+1,946
+17% +$59.8K 0.13% 156
2024
Q3 		$326K Buy
11,201
+596
+6% +$17.4K 0.11% 191
2024
Q2 		$307K Hold
10,605
– – 0.11% 191
2024
Q1 		$279K Hold
10,605
– – 0.11% 189
2023
Q4 		$279K Sell
10,605
-12,201
-53% -$325K 0.11% 189
2023
Q3 		$624K Buy
22,806
+746
+3% +$20K 0.2% 99
2023
Q2 		$500K Buy
22,060
+231
+1% +$6.04K 0.17% 123
2023
Q1 		$565K Buy
21,829
+3,738
+21% +$96K 0.18% 108
2022
Q4 		$410K Sell
18,091
-4,037
-18% -$99.4K 0.21% 77
2022
Q3 		$529K Buy
22,128
+4,037
+22% +$104K 0.26% 53
2022
Q2 		$413K Sell
18,091
-23
-0.1% -$605 0.22% 76
2022
Q1 		$467K Buy
18,114
+11
+0.1% +$267 0.24% 70
2021
Q4 		$396K Buy
18,103
+262
+1% +$5.88K 0.19% 82
2021
Q3 		$384K Buy
+17,841
New +$405K 0.21% 81

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Lion Street Advisors's EPD Position: Q3 2025 in Review

Lion Street Advisors increased its Enterprise Products Partners (EPD) stake by 70% in Q3 2025, buying an estimated $286K and bringing the position to 22,060 shares worth $500K. The position accounts for 0.17% of the portfolio, ranked #119.

Lion Street Advisors first reported a position in EPD in Q3 2021 and has held it in 17 quarters since. The position peaked at $624K in Q3 2023. 1,428 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Lion Street Advisors held 22,060 shares of Enterprise Products Partners worth $500K as of Q3 2025.
  • Lion Street Advisors bought 9,072 Enterprise Products Partners shares in Q3 2025, an estimated $286K.
  • Enterprise Products Partners made up 0.17% of Lion Street Advisors's portfolio in Q3 2025, its #119 holding.
  • Lion Street Advisors first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 17 quarters since.
  • Lion Street Advisors's Enterprise Products Partners position peaked at $624K in Q3 2023.
  • 1,428 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.