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 Q3	$451K	Buy	12,669 +9	+0.1%	+$343	0.25%	97
2026 Q2	$465K	Buy	12,660 +308	+2%	+$11.6K	0.27%	98
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%	+$9.7K	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 $21.8B AUM 17.58% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Patrick M. Sweeney & Associates's EPD Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Enterprise Products Partners (EPD) stake by 0.07% in Q3 2026, buying an estimated $343 and bringing the position to 12,669 shares worth $451K. The position accounts for 0.25% of the portfolio, ranked #97.

Patrick M. Sweeney & Associates first reported a position in EPD in Q4 2023 and has held it in 12 quarters since. The position peaked at $467K in Q1 2026. 800 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Patrick M. Sweeney & Associates held 12,669 shares of Enterprise Products Partners worth $451K as of Q3 2026.
Patrick M. Sweeney & Associates bought 9 Enterprise Products Partners shares in Q3 2026, an estimated $343.
Enterprise Products Partners made up 0.25% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #97 holding.
Patrick M. Sweeney & Associates first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Enterprise Products Partners position peaked at $467K in Q1 2026.
800 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.