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Naviter Wealth’s Enterprise Products Partners EPD Stock Holding History

Naviter Wealth’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 		$354K Sell
9,366
-3,873
-29% -$137K 0.04% 221
2025
Q4 		$424K Buy
13,239
+2,500
+23% +$79K 0.06% 209
2025
Q3 		$336K Hold
10,739
– – 0.04% 227
2025
Q2 		$333K Buy
10,739
+2,666
+33% +$83.1K 0.04% 227
2025
Q1 		$275K Buy
+8,073
New +$269K 0.03% 240

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

Naviter Wealth's EPD Position: Q1 2026 in Review

Naviter Wealth reduced its Enterprise Products Partners (EPD) stake by 29% in Q1 2026, selling an estimated $137K and leaving 9,366 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #221.

Naviter Wealth first reported a position in EPD in Q1 2025 and has held it in 5 quarters since. The position peaked at $424K in Q4 2025. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Naviter Wealth held 9,366 shares of Enterprise Products Partners worth $354K as of Q1 2026.
  • Naviter Wealth sold 3,873 Enterprise Products Partners shares in Q1 2026, an estimated $137K.
  • Enterprise Products Partners made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #221 holding.
  • Naviter Wealth first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 5 quarters since.
  • Naviter Wealth's Enterprise Products Partners position peaked at $424K in Q4 2025.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.