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Moloney Securities Asset Management’s Enterprise Products Partners EPD Stock Holding History

Moloney Securities Asset Management’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 		$941K Sell
30,081
-1,764
-6% -$55.7K 0.11% 191
2025
Q2 		$988K Sell
31,845
-2,350
-7% -$73.2K 0.12% 186
2025
Q1 		$1.17M Sell
34,195
-2,504
-7% -$83.4K 0.16% 160
2024
Q4 		$1.15M Sell
36,699
-2,212
-6% -$67.9K 0.15% 158
2024
Q3 		$1.13M Sell
38,911
-8,878
-19% -$259K 0.15% 162
2024
Q2 		$1.38M Buy
47,789
+21,020
+79% +$603K 0.2% 120
2024
Q1 		$781K Buy
26,769
+1,016
+4% +$27.9K 0.12% 202
2023
Q4 		$679K Buy
25,753
+929
+4% +$24.8K 0.11% 209
2023
Q3 		$679K Buy
24,824
+370
+2% +$9.9K 0.12% 196
2023
Q2 		$644K Sell
24,454
-1,130
-4% -$29.5K 0.11% 215
2023
Q1 		$663K Sell
25,584
-403
-2% -$10.4K 0.12% 199
2022
Q4 		$627K Buy
25,987
+38
+0.1% +$935 0.14% 195
2022
Q3 		$617K Buy
25,949
+902
+4% +$23.3K 0.15% 188
2022
Q2 		$610K Buy
25,047
+84
+0.3% +$2.21K 0.14% 191
2022
Q1 		$644K Sell
24,963
-7,381
-23% -$179K 0.13% 195
2021
Q4 		$710K Buy
32,344
+5,439
+20% +$122K 0.12% 195
2021
Q3 		$582K Buy
26,905
+220
+0.8% +$5K 0.11% 226
2021
Q2 		$644K Buy
26,685
+1,636
+7% +$38.7K 0.12% 210
2021
Q1 		$552K Buy
25,049
+4,008
+19% +$88.1K 0.11% 217
2020
Q4 		$412K Buy
21,041
+3,066
+17% +$57.1K 0.09% 230
2020
Q3 		$284K Sell
17,975
-153
-0.8% -$2.68K 0.08% 246
2020
Q2 		$329K Buy
18,128
+2,738
+18% +$49K 0.1% 214
2020
Q1 		$220K Buy
15,390
+203
+1% +$4.71K 0.08% 236
2019
Q4 		$428K Sell
15,187
-731
-5% -$19.8K 0.13% 190
2019
Q3 		$455K Buy
15,918
+65
+0.4% +$1.89K 0.15% 166
2019
Q2 		$458K Buy
15,853
+863
+6% +$24.9K 0.15% 163
2019
Q1 		$436K Sell
14,990
-1,407
-9% -$39.3K 0.15% 173
2018
Q4 		$403K Buy
16,397
+503
+3% +$13.5K 0.16% 166
2018
Q3 		$457K Buy
15,894
+2,010
+14% +$58.1K 0.16% 161
2018
Q2 		$384K Sell
13,884
-1,312
-9% -$35.9K 0.15% 177
2018
Q1 		$372K Buy
15,196
+92
+0.6% +$2.45K 0.15% 177
2017
Q4 		$400K Buy
15,104
+33
+0.2% +$836 0.17% 158
2017
Q3 		$393K Buy
15,071
+6,623
+78% +$175K 0.18% 156
2017
Q2 		$229K Sell
8,448
-635
-7% -$17.2K 0.11% 208
2017
Q1 		$251K Sell
9,083
-93
-1% -$2.6K 0.13% 195
2016
Q4 		$248K Buy
+9,176
New +$239K 0.15% 175

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Moloney Securities Asset Management's EPD Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Enterprise Products Partners (EPD) stake by 5.5% in Q3 2025, selling an estimated $55.7K and leaving 30,081 shares worth $941K. The position accounts for 0.11% of the portfolio, ranked #191.

Moloney Securities Asset Management first reported a position in EPD in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.38M in Q2 2024. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Moloney Securities Asset Management held 30,081 shares of Enterprise Products Partners worth $941K as of Q3 2025.
  • Moloney Securities Asset Management sold 1,764 Enterprise Products Partners shares in Q3 2025, an estimated $55.7K.
  • Enterprise Products Partners made up 0.11% of Moloney Securities Asset Management's portfolio in Q3 2025, its #191 holding.
  • Moloney Securities Asset Management first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's Enterprise Products Partners position peaked at $1.38M in Q2 2024.
  • 1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.