NWF Advisory Services’s Enterprise Products Partners EPD Stock Holding History

NWF Advisory 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	$332K	Buy	8,765 +1,725	+25%	+$61.1K	0.04%	280
2025 Q4	$226K	Sell	7,040 -661	-9%	-$20.9K	0.02%	337
2025 Q3	$241K	Buy	+7,701	New	+$243K	0.03%	340
2025 Q1	–	Sell	-12,569	Closed	-$394K	–	378
2024 Q4	$394K	Buy	+12,569	New	+$386K	0.06%	171

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

NWF Advisory Services's EPD Position: Q1 2026 in Review

NWF Advisory Services increased its Enterprise Products Partners (EPD) stake by 25% in Q1 2026, buying an estimated $61.1K and bringing the position to 8,765 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #280.

NWF Advisory Services first reported a position in EPD in Q4 2024 and has held it in 4 quarters since. The position peaked at $394K in Q4 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

NWF Advisory Services held 8,765 shares of Enterprise Products Partners worth $332K as of Q1 2026.
NWF Advisory Services bought 1,725 Enterprise Products Partners shares in Q1 2026, an estimated $61.1K.
Enterprise Products Partners made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #280 holding.
NWF Advisory Services first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 4 quarters since.
NWF Advisory Services's Enterprise Products Partners position peaked at $394K in Q4 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.