Novak & Powell Financial Services’s Enterprise Products Partners EPD Stock Holding History

Novak & Powell Financial Services’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	$1.59M	Buy	41,902 +406	+1%	+$14.4K	0.85%	31
2025 Q4	$1.33M	Buy	41,496 +593	+1%	+$18.8K	0.69%	36
2025 Q3	$1.28M	Buy	40,903 +616	+2%	+$19.4K	0.67%	37
2025 Q2	$1.25M	Buy	40,287 +618	+2%	+$19.3K	0.87%	23
2025 Q1	$1.35M	Buy	39,669 +504	+1%	+$16.8K	0.84%	32
2024 Q4	$1.23M	Sell	39,165 -1,017	-3%	-$31.2K	0.73%	33
2024 Q3	$1.17M	Buy	40,182 +524	+1%	+$15.3K	0.68%	36
2024 Q2	$1.15M	Buy	39,658 +631	+2%	+$18.1K	0.71%	37
2024 Q1	$1.14M	Buy	39,027 +468	+1%	+$12.8K	0.85%	27
2023 Q4	$1.02M	Buy	+38,559	New	+$1.03M	0.68%	39

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Novak & Powell Financial Services's EPD Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Enterprise Products Partners (EPD) stake by 0.98% in Q1 2026, buying an estimated $14.4K and bringing the position to 41,902 shares worth $1.59M. The position accounts for 0.85% of the portfolio, ranked #31.

Novak & Powell Financial Services first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Novak & Powell Financial Services held 41,902 shares of Enterprise Products Partners worth $1.59M as of Q1 2026.
Novak & Powell Financial Services bought 406 Enterprise Products Partners shares in Q1 2026, an estimated $14.4K.
Enterprise Products Partners made up 0.85% of Novak & Powell Financial Services's portfolio in Q1 2026, its #31 holding.
Novak & Powell Financial Services first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.