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EPD icon

NewEdge Wealth’s Enterprise Products Partners EPD Stock Holding History

NewEdge 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 		$1.5M Sell
39,608
-3,689
-9% -$131K 0.02% 511
2025
Q4 		$1.39M Buy
43,297
+3,689
+9% +$117K 0.02% 547
2025
Q3 		$1.21M Sell
39,608
-200
-0.5% -$6.31K 0.02% 512
2025
Q2 		$1.24M Buy
39,808
+3,788
+11% +$118K 0.02% 482
2025
Q1 		$1.23M Buy
36,020
+20,264
+129% +$675K 0.02% 439
2024
Q4 		$494K Buy
15,756
+3,200
+25% +$98.3K 0.01% 639
2024
Q3 		$366K Sell
12,556
-2,850
-18% -$83.2K 0.01% 680
2024
Q2 		$446K Buy
15,406
+1,975
+15% +$56.6K 0.01% 570
2024
Q1 		$377K Sell
13,431
-341
-2% -$9.36K 0.01% 619
2023
Q4 		$363K Buy
13,772
+2,616
+23% +$69.7K 0.01% 576
2023
Q3 		$305K Hold
11,156
– – 0.01% 543
2023
Q2 		$294K Buy
11,156
+2,300
+26% +$60.1K 0.01% 551
2023
Q1 		$229K Buy
+8,856
New +$227K 0.01% 558
2022
Q3 		– Sell
-13,600
Closed -$331K – 551
2022
Q2 		$331K Buy
13,600
+800
+6% +$21K 0.02% 448
2022
Q1 		$330K Sell
12,800
-2,800
-18% -$68K 0.01% 354
2021
Q4 		$343K Buy
+15,600
New +$350K 0.01% 326

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 Wealth's EPD Position: Q1 2026 in Review

NewEdge Wealth reduced its Enterprise Products Partners (EPD) stake by 8.5% in Q1 2026, selling an estimated $131K and leaving 39,608 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #511.

NewEdge Wealth first reported a position in EPD in Q4 2021 and has held it in 16 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • NewEdge Wealth held 39,608 shares of Enterprise Products Partners worth $1.5M as of Q1 2026.
  • NewEdge Wealth sold 3,689 Enterprise Products Partners shares in Q1 2026, an estimated $131K.
  • Enterprise Products Partners made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #511 holding.
  • NewEdge Wealth first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 16 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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