Mutual Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.83M | Buy |
206,995
+2,610
| +1% | +$92.4K | 0.17% | 116 |
|
|
2025
Q4 | $6.55M | Sell |
204,385
-5,231
| -2% | -$165K | 0.14% | 148 |
|
|
2025
Q3 | $6.49M | Sell |
209,616
-4,211
| -2% | -$133K | 0.14% | 148 |
|
|
2025
Q2 | $6.75M | Buy |
213,827
+10,791
| +5% | +$336K | 0.17% | 126 |
|
|
2025
Q1 | $6.34M | Buy |
203,036
+2,095
| +1% | +$69.8K | 0.18% | 111 |
|
|
2024
Q4 | $6.77M | Buy |
200,941
+14,454
| +8% | +$444K | 0.2% | 97 |
|
|
2024
Q3 | $5.41M | Buy |
186,487
+1,935
| +1% | +$56.5K | 0.16% | 128 |
|
|
2024
Q2 | $5.48M | Buy |
184,552
+5,313
| +3% | +$152K | 0.17% | 129 |
|
|
2024
Q1 | $5.23M | Sell |
179,239
-1,059
| -0.6% | -$29.1K | 0.17% | 121 |
|
|
2023
Q4 | $4.75M | Buy |
180,298
+28,795
| +19% | +$767K | 0.17% | 131 |
|
|
2023
Q3 | $4.15M | Sell |
151,503
-4,610
| -3% | -$123K | 0.16% | 128 |
|
|
2023
Q2 | $4.11M | Buy |
156,113
+21,660
| +16% | +$566K | 0.16% | 127 |
|
|
2023
Q1 | $3.48M | Buy |
134,453
+5,375
| +4% | +$138K | 0.14% | 150 |
|
|
2022
Q4 | $3.11M | Buy |
129,078
+2,866
| +2% | +$70.6K | 0.14% | 154 |
|
|
2022
Q3 | $3M | Sell |
126,212
-4,047
| -3% | -$104K | 0.15% | 131 |
|
|
2022
Q2 | $3.17M | Buy |
130,259
+2,248
| +2% | +$59.1K | 0.21% | 108 |
|
|
2022
Q1 | $3.3M | Buy |
128,011
+556
| +0.4% | +$13.5K | 0.18% | 123 |
|
|
2021
Q4 | $2.8M | Sell |
127,455
-1,069
| -0.8% | -$24K | 0.15% | 167 |
|
|
2021
Q3 | $2.78M | Buy |
128,524
+888
| +0.7% | +$20.2K | 0.16% | 155 |
|
|
2021
Q2 | $3.08M | Sell |
127,636
-1,410
| -1% | -$33.4K | 0.18% | 144 |
|
|
2021
Q1 | $2.84M | Buy |
129,046
+5,793
| +5% | +$127K | 0.19% | 129 |
|
|
2020
Q4 | $2.42M | Sell |
123,253
-701
| -0.6% | -$13.1K | 0.18% | 128 |
|
|
2020
Q3 | $1.96M | Buy |
123,954
+2,468
| +2% | +$43.2K | 0.17% | 144 |
|
|
2020
Q2 | $2.21M | Buy |
121,486
+7,973
| +7% | +$143K | 0.22% | 112 |
|
|
2020
Q1 | $1.62M | Sell |
113,513
-3,017
| -3% | -$70.1K | 0.22% | 120 |
|
|
2019
Q4 | $3.28M | Buy |
116,530
+12,524
| +12% | +$339K | 0.35% | 60 |
|
|
2019
Q3 | $2.97M | Buy |
104,006
+2,301
| +2% | +$67K | 0.39% | 56 |
|
|
2019
Q2 | $2.94M | Buy |
101,705
+915
| +0.9% | +$26.4K | 0.38% | 55 |
|
|
2019
Q1 | $2.93M | Buy |
100,790
+1,742
| +2% | +$48.7K | 0.43% | 46 |
|
|
2018
Q4 | $2.44M | Buy |
99,048
+909
| +0.9% | +$24.3K | 0.48% | 39 |
|
|
2018
Q3 | $2.82M | Buy |
98,139
+10,273
| +12% | +$297K | 0.43% | 41 |
|
|
2018
Q2 | $2.43M | Buy |
87,866
+1,206
| +1% | +$33K | 0.55% | 31 |
|
|
2018
Q1 | $2.12M | Buy |
86,660
+8,521
| +11% | +$227K | 0.54% | 33 |
|
|
2017
Q4 | $2.07M | Buy |
+78,139
| New | +$1.98M | 0.78% | 23 |
|
Other funds holding EPD
AA
TCA
EIP
KACA
Mutual Advisors's EPD Position: Q1 2026 in Review
Mutual Advisors increased its Enterprise Products Partners (EPD) stake by 1.3% in Q1 2026, buying an estimated $92.4K and bringing the position to 206,995 shares worth $7.83M. The position accounts for 0.17% of the portfolio, ranked #116.
Mutual Advisors first reported a position in EPD in Q4 2017 and has held it in 34 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.
- Mutual Advisors held 206,995 shares of Enterprise Products Partners worth $7.83M as of Q1 2026.
- Mutual Advisors bought 2,610 Enterprise Products Partners shares in Q1 2026, an estimated $92.4K.
- Enterprise Products Partners made up 0.17% of Mutual Advisors's portfolio in Q1 2026, its #116 holding.
- Mutual Advisors first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 34 quarters since.
- 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.