McDaniel Terry & Co’s Enterprise Products Partners EPD Stock Holding History

McDaniel Terry & Co’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	$266K	Hold	7,020	–	–	0.02%	76
2025 Q4	$225K	Hold	7,020	–	–	0.02%	73
2025 Q3	$220K	Hold	7,020	–	–	0.02%	89
2025 Q2	$218K	Hold	7,020	–	–	0.02%	88
2025 Q1	$240K	Sell	7,020 -800	-10%	-$26.6K	0.02%	94
2024 Q4	$245K	Buy	+7,820	New	+$240K	0.02%	93

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

McDaniel Terry & Co's EPD Position: Q1 2026 in Review

McDaniel Terry & Co held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 7,020 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #76.

McDaniel Terry & Co first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

McDaniel Terry & Co held 7,020 shares of Enterprise Products Partners worth $266K as of Q1 2026.
McDaniel Terry & Co left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.02% of McDaniel Terry & Co's portfolio in Q1 2026, its #76 holding.
McDaniel Terry & Co first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.