MGIA
EPD icon

Moneta Group Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Moneta Group Investment 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
2026
Q1 		$6.88M Buy
181,811
+695
+0.4% +$24.6K 0.05% 137
2025
Q4 		$5.81M Sell
181,116
-16,852
-9% -$533K 0.04% 151
2025
Q3 		$6.19M Buy
197,968
+1,531
+0.8% +$48.3K 0.05% 139
2025
Q2 		$6.09M Buy
196,437
+10,024
+5% +$312K 0.07% 126
2025
Q1 		$6.36M Buy
186,413
+6,163
+3% +$205K 0.09% 115
2024
Q4 		$5.65M Buy
180,250
+6,620
+4% +$203K 0.08% 119
2024
Q3 		$5.05M Sell
173,630
-6,599
-4% -$193K 0.07% 125
2024
Q2 		$5.22M Sell
180,229
-2,246
-1% -$64.4K 0.08% 120
2024
Q1 		$5.32M Buy
182,475
+21,087
+13% +$579K 0.09% 120
2023
Q4 		$4.25M Buy
161,388
+30,671
+23% +$817K 0.08% 120
2023
Q3 		$3.58M Buy
130,717
+10,124
+8% +$271K 0.08% 125
2023
Q2 		$3.18M Buy
120,593
+131
+0.1% +$3.42K 0.07% 133
2023
Q1 		$3.12M Buy
120,462
+3,375
+3% +$86.7K 0.07% 133
2022
Q4 		$3M Sell
117,087
-9,826
-8% -$242K 0.08% 126
2022
Q3 		$3.02M Sell
126,913
-5,504
-4% -$142K 0.11% 112
2022
Q2 		$3.23M Buy
132,417
+8,008
+6% +$211K 0.11% 116
2022
Q1 		$3.21M Buy
124,409
+6,376
+5% +$155K 0.13% 104
2021
Q4 		$2.59M Sell
118,033
-5,627
-5% -$126K 0.11% 122
2021
Q3 		$2.68M Buy
123,660
+9,818
+9% +$223K 0.12% 109
2021
Q2 		$2.75M Buy
113,842
+1,580
+1% +$37.4K 0.13% 114
2021
Q1 		$2.47M Buy
112,262
+4,299
+4% +$94.5K 0.13% 112
2020
Q4 		$2.12M Buy
107,963
+19,109
+22% +$356K 0.15% 96
2020
Q3 		$1.4M Buy
88,854
+72,178
+433% +$1.26M 0.12% 105
2020
Q2 		$303K Buy
16,676
+1,781
+12% +$31.8K 0.03% 209
2020
Q1 		$213K Sell
14,895
-801
-5% -$18.6K 0.02% 217
2019
Q4 		$442K Sell
15,696
-1,939
-11% -$52.6K 0.04% 177
2019
Q3 		$504K Buy
17,635
+1,043
+6% +$30.4K 0.05% 166
2019
Q2 		$479K Buy
16,592
+303
+2% +$8.73K 0.05% 160
2019
Q1 		$474K Sell
16,289
-466
-3% -$13K 0.05% 146
2018
Q4 		$412K Buy
+16,755
New +$448K 0.05% 151
2018
Q3 		– Sell
-21,177
Closed -$586K – 278
2018
Q2 		$586K Buy
21,177
+6,177
+41% +$169K 0.07% 157
2018
Q1 		$367K Hold
15,000
– – 0.05% 144
2017
Q4 		$398K Sell
15,000
-17,000
-53% -$430K 0.06% 140
2017
Q3 		$834K Buy
32,000
+1,000
+3% +$26.4K 0.13% 79
2017
Q2 		$839K Sell
31,000
-970
-3% -$26.3K 0.14% 93
2017
Q1 		$883K Hold
31,970
– – 0.18% 54
2016
Q4 		$864K Hold
31,970
– – 0.18% 56
2016
Q3 		$883K Sell
31,970
-28,000
-47% -$774K 0.2% 49
2016
Q2 		$1.75M Sell
59,970
-2,500
-4% -$67.1K 0.38% 44
2016
Q1 		$1.54M Sell
62,470
-14,740
-19% -$343K 0.34% 45
2015
Q4 		$1.98M Buy
77,210
+29,000
+60% +$754K 0.49% 30
2015
Q3 		$1.2M Buy
48,210
+970
+2% +$26.9K 0.33% 41
2015
Q2 		$1.41M Buy
+47,240
New +$1.55M 0.43% 32

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Moneta Group Investment Advisors's EPD Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.38% in Q1 2026, buying an estimated $24.6K and bringing the position to 181,811 shares worth $6.88M. The position accounts for 0.05% of the portfolio, ranked #137.

Moneta Group Investment Advisors first reported a position in EPD in Q2 2015 and has held it in 43 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Moneta Group Investment Advisors held 181,811 shares of Enterprise Products Partners worth $6.88M as of Q1 2026.
  • Moneta Group Investment Advisors bought 695 Enterprise Products Partners shares in Q1 2026, an estimated $24.6K.
  • Enterprise Products Partners made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #137 holding.
  • Moneta Group Investment Advisors first reported a position in Enterprise Products Partners in Q2 2015 and has held it in 43 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.