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

Lowe 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
2025 Q3	$18.8K	Hold	600	–	–	0.01%	217
2025 Q2	$18.6K	Hold	600	–	–	0.01%	205
2025 Q1	$20.5K	Hold	600	–	–	0.01%	194
2024 Q4	$18.8K	Hold	600	–	–	0.01%	190
2024 Q3	$17.5K	Hold	600	–	–	0.01%	179
2024 Q2	$17.4K	Sell	600 -300	-33%	-$8.6K	0.01%	180
2024 Q1	$26.3K	Hold	900	–	–	0.01%	147
2023 Q4	$23.7K	Buy	+900	New	+$24K	0.01%	150
2018 Q1	–	Sell	-400	Closed	-$11K	–	249
2017 Q4	$11K	Hold	400	–	–	0.01%	148
2017 Q3	$10K	Hold	400	–	–	0.01%	151
2017 Q2	$11K	Hold	400	–	–	0.01%	128
2017 Q1	$11K	Hold	400	–	–	0.01%	127
2016 Q4	$11K	Sell	400 -128	-24%	-$3.33K	0.01%	130
2016 Q3	$15K	Hold	528	–	–	0.01%	118
2016 Q2	$15K	Buy	528 +128	+32%	+$3.44K	0.01%	118
2016 Q1	$10K	Hold	400	–	–	0.01%	128
2015 Q4	$10K	Sell	400 -300	-43%	-$7.79K	0.01%	128
2015 Q3	$17K	Sell	700 -3,970	-85%	-$110K	0.01%	91
2015 Q2	$140K	Hold	4,670	–	–	0.09%	41
2015 Q1	$154K	Hold	4,670	–	–	0.1%	33
2014 Q4	$169K	Buy	+4,670	New	+$173K	0.12%	30

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Lowe Wealth Advisors's EPD Position: Q3 2025 in Review

Lowe Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2025 at 600 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #217.

Lowe Wealth Advisors first reported a position in EPD in Q4 2014 and has held it in 21 quarters since. The position peaked at $169K in Q4 2014. 1,428 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Lowe Wealth Advisors held 600 shares of Enterprise Products Partners worth $18.8K as of Q3 2025.
Lowe Wealth Advisors left its Enterprise Products Partners share count unchanged in Q3 2025.
Enterprise Products Partners made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #217 holding.
Lowe Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 21 quarters since.
Lowe Wealth Advisors's Enterprise Products Partners position peaked at $169K in Q4 2014.
1,428 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.