Paragon Advisors’s Enterprise Products Partners EPD Stock Holding History

Paragon 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	$1.94M	Sell	51,288 -19,000	-27%	-$672K	0.52%	50
2025 Q4	$2.25M	Sell	70,288 -1,996	-3%	-$63.1K	0.61%	47
2025 Q3	$2.26M	Sell	72,284 -1,995	-3%	-$62.9K	0.58%	44
2025 Q2	$2.3M	Buy	74,279 +5	+0%	+$156	0.6%	44
2025 Q1	$2.54M	Sell	74,274 -14,996	-17%	-$499K	0.96%	32
2024 Q4	$2.8M	Sell	89,270 -1,000	-1%	-$30.7K	0.96%	34
2024 Q3	$2.63M	Buy	+90,270	New	+$2.64M	0.85%	34

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

Paragon Advisors's EPD Position: Q1 2026 in Review

Paragon Advisors reduced its Enterprise Products Partners (EPD) stake by 27% in Q1 2026, selling an estimated $672K and leaving 51,288 shares worth $1.94M. The position accounts for 0.52% of the portfolio, ranked #50.

Paragon Advisors first reported a position in EPD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q4 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Paragon Advisors held 51,288 shares of Enterprise Products Partners worth $1.94M as of Q1 2026.
Paragon Advisors sold 19,000 Enterprise Products Partners shares in Q1 2026, an estimated $672K.
Enterprise Products Partners made up 0.52% of Paragon Advisors's portfolio in Q1 2026, its #50 holding.
Paragon Advisors first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 7 quarters since.
Paragon Advisors's Enterprise Products Partners position peaked at $2.8M in Q4 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.