Mark Sheptoff Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Mark Sheptoff 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	$23.9K	Hold	620	–	–	0.01%	258
2025 Q4	$19.9K	Hold	620	–	–	0.01%	280
2025 Q3	$19.4K	Hold	620	–	–	0.01%	279
2025 Q2	$19.2K	Hold	620	–	–	0.01%	273
2025 Q1	$21.2K	Hold	620	–	–	0.01%	244
2024 Q4	$19.4K	Hold	620	–	–	0.01%	261
2024 Q3	$18K	Hold	620	–	–	0.01%	253
2024 Q2	$18K	Hold	620	–	–	0.01%	263
2024 Q1	$18.1K	Hold	620	–	–	0.01%	244
2023 Q4	$16.3K	Hold	620	–	–	0.01%	241
2023 Q3	$17K	Hold	620	–	–	0.01%	221
2023 Q2	$16.3K	Sell	620 -400	-39%	-$10.5K	0.01%	239
2023 Q1	$26.4K	Hold	1,020	–	–	0.02%	198
2022 Q4	$24.6K	Hold	1,020	–	–	0.01%	201
2022 Q3	$24K	Hold	1,020	–	–	0.01%	190
2022 Q2	$25K	Hold	1,020	–	–	0.01%	203
2022 Q1	$26K	Buy	1,020 +400	+65%	+$9.71K	0.01%	226
2021 Q4	$14K	Buy	+620	New	+$13.9K	0.01%	286
2020 Q1	–	Sell	-2,700	Closed	-$76K	–	356
2019 Q4	$76K	Hold	2,700	–	–	0.05%	127
2019 Q3	$77K	Sell	2,700 -17,175	-86%	-$500K	0.05%	125
2019 Q2	$574K	Sell	19,875 -200	-1%	-$5.76K	0.39%	52
2019 Q1	$584K	Hold	20,075	–	–	0.42%	47
2018 Q4	$494K	Sell	20,075 -500	-2%	-$13.4K	0.41%	48
2018 Q3	$591K	Hold	20,575	–	–	0.41%	54
2018 Q2	$569K	Buy	20,575 +700	+4%	+$19.1K	0.42%	55
2018 Q1	$487K	Buy	19,875 +18,275	+1,142%	+$487K	0.34%	67
2017 Q4	$42K	Buy	1,600 +1,000	+167%	+$25.3K	0.03%	182
2017 Q3	$16K	Hold	600	–	–	0.01%	254
2017 Q2	$16K	Sell	600 -1	-0.2%	-$27	0.01%	242
2017 Q1	$17K	Buy	601 +1	+0.2%	+$28	0.01%	245
2016 Q4	$16K	Hold	600	–	–	0.01%	239
2016 Q3	$17K	Sell	600 -198	-25%	-$5.47K	0.01%	229
2016 Q2	$23K	Buy	798 +198	+33%	+$5.32K	0.02%	196
2016 Q1	$15K	Hold	600	–	–	0.01%	227
2015 Q4	$15K	Sell	600 -6,136	-91%	-$159K	0.01%	240
2015 Q3	$168K	Sell	6,736 -3,396	-34%	-$94.2K	0.15%	101
2015 Q2	$303K	Buy	10,132 +302	+3%	+$9.88K	0.25%	84
2015 Q1	$324K	Sell	9,830 -797	-7%	-$26.7K	0.27%	78
2014 Q4	$384K	Sell	10,627 -12,298	-54%	-$455K	0.34%	70
2014 Q3	$924K	Buy	22,925 +403	+2%	+$15.8K	0.82%	36
2014 Q2	$882K	Sell	22,522 -398	-2%	-$14.7K	0.75%	39
2014 Q1	$795K	Buy	+22,920	New	+$760K	0.7%	43

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Mark Sheptoff Financial Planning's EPD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 620 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #258.

Mark Sheptoff Financial Planning first reported a position in EPD in Q1 2014 and has held it in 42 quarters since. The position peaked at $924K in Q3 2014. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Mark Sheptoff Financial Planning held 620 shares of Enterprise Products Partners worth $23.9K as of Q1 2026.
Mark Sheptoff Financial Planning left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #258 holding.
Mark Sheptoff Financial Planning first reported a position in Enterprise Products Partners in Q1 2014 and has held it in 42 quarters since.
Mark Sheptoff Financial Planning's Enterprise Products Partners position peaked at $924K in Q3 2014.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.