Patrick M. Sweeney & Associates’s Enterprise Products Partners EPD Stock Holding History

Patrick M. Sweeney & Associates’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	$467K	Buy	12,352 +154	+1%	+$5.45K	0.3%	81
2025 Q4	$391K	Buy	12,198 +220	+2%	+$6.96K	0.24%	96
2025 Q3	$375K	Buy	11,978 +334	+3%	+$10.5K	0.24%	96
2025 Q2	$367K	Buy	11,644 +303	+3%	+$9.44K	0.25%	97
2025 Q1	$387K	Buy	11,341 +378	+3%	+$12.6K	0.29%	88
2024 Q4	$344K	Buy	10,963 +4	+0%	+$123	0.26%	101
2024 Q3	$319K	Buy	10,959 +333	+3%	+$9.73K	0.23%	112
2024 Q2	$300K	Buy	10,626 +1,084	+11%	+$31.1K	0.24%	104
2024 Q1	$278K	Buy	9,542 +550	+6%	+$15.1K	0.23%	109
2023 Q4	$237K	Buy	+8,992	New	+$240K	0.22%	104

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

Patrick M. Sweeney & Associates's EPD Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Enterprise Products Partners (EPD) stake by 1.3% in Q1 2026, buying an estimated $5.45K and bringing the position to 12,352 shares worth $467K. The position accounts for 0.3% of the portfolio, ranked #81.

Patrick M. Sweeney & Associates 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.

Patrick M. Sweeney & Associates held 12,352 shares of Enterprise Products Partners worth $467K as of Q1 2026.
Patrick M. Sweeney & Associates bought 154 Enterprise Products Partners shares in Q1 2026, an estimated $5.45K.
Enterprise Products Partners made up 0.3% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #81 holding.
Patrick M. Sweeney & Associates 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 Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.