OIA
EPD icon

Optimum Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Optimum Investment 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
2025
Q3 		$1.09M Hold
34,846
– – 0.43% 42
2025
Q2 		$1.08M Hold
34,846
– – 0.47% 43
2025
Q1 		$1.19M Hold
34,846
– – 0.56% 36
2024
Q4 		$1.09M Sell
34,846
-1,200
-3% -$36.9K 0.48% 42
2024
Q3 		$1.05M Sell
36,046
-3,075
-8% -$89.8K 0.45% 47
2024
Q2 		$1.13M Sell
39,121
-2,683
-6% -$76.9K 0.51% 37
2024
Q1 		$1.22M Sell
41,804
-492
-1% -$13.5K 0.56% 36
2023
Q4 		$1.11M Buy
42,296
+8
+0% +$213 0.56% 36
2023
Q3 		$1.16M Sell
42,288
-2,212
-5% -$59.2K 0.59% 32
2023
Q2 		$1.17M Sell
44,500
-3,018
-6% -$78.9K 0.57% 35
2023
Q1 		$1.23M Sell
47,518
-793
-2% -$20.4K 0.65% 32
2022
Q4 		$1.17M Buy
48,311
+2,008
+4% +$49.4K 0.63% 34
2022
Q3 		$1.1M Sell
46,303
-1,793
-4% -$46.3K 0.59% 35
2022
Q2 		$1.17M Sell
48,096
-200
-0.4% -$5.26K 0.59% 39
2022
Q1 		$1.25M Buy
48,296
+2,500
+5% +$60.7K 0.53% 44
2021
Q4 		$1.01M Buy
45,796
+4,000
+10% +$89.7K 0.39% 53
2021
Q3 		$904K Buy
41,796
+7,100
+20% +$161K 0.38% 56
2021
Q2 		$837K Buy
34,696
+1,400
+4% +$33.1K 0.26% 83
2021
Q1 		$733K Sell
33,296
-1,935
-5% -$42.5K 0.21% 102
2020
Q4 		$690K Buy
35,231
+1,000
+3% +$18.6K 0.21% 107
2020
Q3 		$541K Sell
34,231
-1,300
-4% -$22.8K 0.18% 126
2020
Q2 		$646K Sell
35,531
-2,670
-7% -$47.7K 0.23% 101
2020
Q1 		$546K Sell
38,201
-6,633
-15% -$154K 0.22% 106
2019
Q4 		$1.26M Buy
44,834
+2,761
+7% +$74.8K 0.37% 65
2019
Q3 		$1.2M Sell
42,073
-338
-0.8% -$9.84K 0.38% 65
2019
Q2 		$1.22M Sell
42,411
-1,282
-3% -$36.9K 0.4% 62
2019
Q1 		$1.27M Sell
43,693
-19,817
-31% -$554K 0.42% 60
2018
Q4 		$1.56M Sell
63,510
-9,379
-13% -$251K 0.54% 37
2018
Q3 		$2.09M Sell
72,889
-1,061
-1% -$30.7K 0.58% 34
2018
Q2 		$2.05M Sell
73,950
-1,078
-1% -$29.5K 0.59% 32
2018
Q1 		$1.84M Buy
75,028
+2,955
+4% +$78.7K 0.54% 40
2017
Q4 		$1.91M Sell
72,073
-1,339
-2% -$33.9K 0.61% 41
2017
Q3 		$1.91M Sell
73,412
-6,131
-8% -$162K 0.64% 37
2017
Q2 		$2.15M Buy
79,543
+17,177
+28% +$465K 0.75% 31
2017
Q1 		$1.72M Buy
62,366
+2,027
+3% +$56.6K 0.61% 40
2016
Q4 		$1.63M Sell
60,339
-83
-0.1% -$2.16K 0.61% 41
2016
Q3 		$1.67M Buy
60,422
+916
+2% +$25.3K 0.63% 40
2016
Q2 		$1.74M Buy
59,506
+4,440
+8% +$119K 0.68% 36
2016
Q1 		$1.36M Sell
55,066
-2,733
-5% -$63.6K 0.53% 50
2015
Q4 		$1.48M Buy
57,799
+496
+0.9% +$12.9K 0.57% 45
2015
Q3 		$1.43M Buy
+57,303
New +$1.59M 0.58% 43
2015
Q1 		$2.08M Sell
63,042
-7,963
-11% -$267K 0.66% 30
2014
Q4 		$2.56M Buy
71,005
+1,640
+2% +$60.6K 0.82% 26
2014
Q3 		$2.79M Sell
69,365
-14,555
-17% -$571K 0.93% 21
2014
Q2 		$3.29M Buy
83,920
+6,150
+8% +$227K 1.06% 17
2014
Q1 		$2.7M Buy
77,770
+4,646
+6% +$154K 1.01% 21
2013
Q4 		$2.42M Buy
73,124
+2,690
+4% +$83.8K 0.91% 24
2013
Q3 		$2.15M Buy
+70,434
New +$2.15M 0.88% 26

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Optimum Investment Advisors's EPD Position: Q3 2025 in Review

Optimum Investment Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2025 at 34,846 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #42.

Optimum Investment Advisors first reported a position in EPD in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.29M in Q2 2014. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Optimum Investment Advisors held 34,846 shares of Enterprise Products Partners worth $1.09M as of Q3 2025.
  • Optimum Investment Advisors left its Enterprise Products Partners share count unchanged in Q3 2025.
  • Enterprise Products Partners made up 0.43% of Optimum Investment Advisors's portfolio in Q3 2025, its #42 holding.
  • Optimum Investment Advisors first reported a position in Enterprise Products Partners in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Enterprise Products Partners position peaked at $3.29M in Q2 2014.
  • 1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.