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EPD icon

NewEdge Advisors’s Enterprise Products Partners EPD Stock Holding History

NewEdge 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 		$15M Buy
396,788
+18,663
+5% +$661K 0.05% 338
2025
Q4 		$12.1M Sell
378,125
-24,815
-6% -$785K 0.04% 378
2025
Q3 		$12.6M Buy
402,940
+3,599
+0.9% +$114K 0.06% 340
2025
Q2 		$12.4M Buy
399,341
+126,115
+46% +$3.93M 0.06% 312
2025
Q1 		$9.33M Sell
273,226
-18,593
-6% -$619K 0.06% 341
2024
Q4 		$9.15M Buy
291,819
+8,132
+3% +$250K 0.06% 331
2024
Q3 		$8.26M Buy
283,687
+18,990
+7% +$555K 0.05% 345
2024
Q2 		$7.67M Buy
264,697
+20,538
+8% +$589K 0.06% 330
2024
Q1 		$7.12M Buy
244,159
+20,835
+9% +$572K 0.06% 294
2023
Q4 		$5.95M Buy
223,324
+16,745
+8% +$446K 0.06% 313
2023
Q3 		$5.65M Sell
206,579
-14,421
-7% -$386K 0.06% 301
2023
Q2 		$5.82M Sell
221,000
-5,254
-2% -$137K 0.07% 287
2023
Q1 		$5.85M Sell
226,254
-15,048
-6% -$387K 0.07% 268
2022
Q4 		$2.76M Sell
241,302
-13,801
-5% -$340K 0.07% 277
2022
Q3 		$6.07M Buy
255,103
+12,252
+5% +$316K 0.1% 207
2022
Q2 		$5.92M Buy
242,851
+71,642
+42% +$1.88M 0.1% 205
2022
Q1 		$4.42M Buy
171,209
+32,852
+24% +$798K 0.07% 261
2021
Q4 		$3.04M Buy
138,357
+33,093
+31% +$742K 0.05% 338
2021
Q3 		$2.28M Buy
105,264
+47,745
+83% +$1.08M 0.06% 291
2021
Q2 		$1.39M Sell
57,519
-366
-0.6% -$8.66K 0.04% 401
2021
Q1 		$1.27M Buy
57,885
+2,242
+4% +$49.3K 0.04% 385
2020
Q4 		$1.09M Buy
55,643
+4,192
+8% +$78K 0.04% 403
2020
Q3 		$812K Sell
51,451
-4,281
-8% -$75K 0.03% 438
2020
Q2 		$1.01M Sell
55,732
-2,467
-4% -$44.1K 0.04% 349
2020
Q1 		$832K Buy
58,199
+1,621
+3% +$37.6K 0.04% 351
2019
Q4 		$1.59M Sell
56,578
-2,449
-4% -$66.4K 0.06% 280
2019
Q3 		$1.68M Buy
59,027
+7,341
+14% +$214K 0.07% 250
2019
Q2 		$1.49M Buy
51,686
+2,683
+5% +$77.3K 0.09% 216
2019
Q1 		$1.43M Sell
49,003
-3,387
-6% -$94.6K 0.09% 224
2018
Q4 		$1.29K Buy
52,390
+3,829
+8% +$102K 0.08% 213
2018
Q3 		$1.4M Sell
48,561
-4,488
-8% -$130K 0.11% 192
2018
Q2 		$1.45K Sell
53,049
-4,791
-8% -$131K 0.13% 172
2018
Q1 		$1.42M Buy
57,840
+17,346
+43% +$462K 0.16% 145
2017
Q4 		$1.13M Sell
40,494
-19,143
-32% -$485K 0.15% 151
2017
Q3 		$1.57M Buy
59,637
+9,913
+20% +$262K 0.24% 99
2017
Q2 		$1.35M Buy
49,724
+4,514
+10% +$122K 0.23% 96
2017
Q1 		$1.25M Buy
45,210
+2,796
+7% +$78.1K 0.28% 87
2016
Q4 		$1.16M Buy
42,414
+4,216
+11% +$110K 0.32% 75
2016
Q3 		$1.06M Buy
38,198
+14,555
+62% +$402K 0.33% 68
2016
Q2 		$690K Buy
+23,643
New +$635K 0.29% 70

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
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

NewEdge Advisors's EPD Position: Q1 2026 in Review

NewEdge Advisors increased its Enterprise Products Partners (EPD) stake by 4.9% in Q1 2026, buying an estimated $661K and bringing the position to 396,788 shares worth $15M. The position accounts for 0.05% of the portfolio, ranked #338.

NewEdge Advisors first reported a position in EPD in Q2 2016 and has held it in 40 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • NewEdge Advisors held 396,788 shares of Enterprise Products Partners worth $15M as of Q1 2026.
  • NewEdge Advisors bought 18,663 Enterprise Products Partners shares in Q1 2026, an estimated $661K.
  • Enterprise Products Partners made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #338 holding.
  • NewEdge Advisors first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 40 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.