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Patten Group’s Enterprise Products Partners EPD Stock Holding History

Patten Group’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 		$1.99M Buy
52,647
+256
+0.5% +$9.06K 0.35% 86
2025
Q4 		$1.68M Buy
52,391
+1,851
+4% +$58.5K 0.31% 97
2025
Q3 		$1.58M Sell
50,540
-35
-0.1% -$1.1K 0.31% 101
2025
Q2 		$1.57M Sell
50,575
-49
-0.1% -$1.53K 0.33% 92
2025
Q1 		$1.73M Sell
50,624
-1,781
-3% -$59.3K 0.4% 78
2024
Q4 		$1.64M Sell
52,405
-192
-0.4% -$5.9K 0.36% 78
2024
Q3 		$1.53M Buy
52,597
+2,334
+5% +$68.2K 0.34% 87
2024
Q2 		$1.46M Buy
50,263
+2,181
+5% +$62.5K 0.34% 83
2024
Q1 		$1.4M Buy
48,082
+1,789
+4% +$49.1K 0.35% 87
2023
Q4 		$1.22M Buy
46,293
+1,190
+3% +$31.7K 0.33% 91
2023
Q3 		$1.23M Buy
45,103
+156
+0.3% +$4.17K 0.37% 79
2023
Q2 		$1.18M Sell
44,947
-96
-0.2% -$2.51K 0.18% 84
2023
Q1 		$1.17M Hold
45,043
– – 0.35% 85
2022
Q4 		$1.09M Buy
45,043
+1,269
+3% +$31.2K 0.34% 90
2022
Q3 		$1.09M Buy
43,774
+90
+0.2% +$2.32K 0.38% 84
2022
Q2 		$1.07M Buy
43,684
+179
+0.4% +$4.71K 0.34% 87
2022
Q1 		$1.12M Sell
43,505
-2,458
-5% -$59.7K 0.32% 94
2021
Q4 		$1.01M Buy
45,963
+11,605
+34% +$260K 0.27% 108
2021
Q3 		$744K Buy
34,358
+1,444
+4% +$32.8K 0.22% 122
2021
Q2 		$794K Buy
32,914
+4,787
+17% +$113K 0.23% 115
2021
Q1 		$619K Buy
28,127
+1,160
+4% +$25.5K 0.2% 129
2020
Q4 		$528K Buy
26,967
+9,500
+54% +$177K 0.14% 144
2020
Q3 		$276K Sell
17,467
-1,805
-9% -$31.6K 0.11% 185
2020
Q2 		$350K Buy
19,272
+100
+0.5% +$1.79K 0.15% 145
2020
Q1 		$274K Sell
19,172
-330
-2% -$7.67K 0.14% 148
2019
Q4 		$549K Buy
19,502
+2,455
+14% +$66.5K 0.2% 119
2019
Q3 		$487K Buy
17,047
+1,860
+12% +$54.2K 0.2% 118
2019
Q2 		$438K Buy
15,187
+50
+0.3% +$1.44K 0.18% 130
2019
Q1 		$440K Sell
15,137
-125
-0.8% -$3.49K 0.19% 120
2018
Q4 		$375K Sell
15,262
-1,375
-8% -$36.8K 0.18% 119
2018
Q3 		$478K Buy
16,637
+11,335
+214% +$328K 0.18% 121
2018
Q2 		$147K Buy
5,302
+150
+3% +$4.1K 0.06% 214
2018
Q1 		$126K Hold
5,152
– – 0.05% 222
2017
Q4 		$137K Hold
5,152
– – 0.05% 218
2017
Q3 		$134K Hold
5,152
– – 0.05% 229
2017
Q2 		$137K Sell
5,152
-854
-14% -$23.1K 0.06% 228
2017
Q1 		$167K Hold
6,006
– – 0.07% 192
2016
Q4 		$175K Hold
6,006
– – 0.08% 186
2016
Q3 		$163K Hold
6,006
– – 0.08% 189
2016
Q2 		$176K Hold
6,006
– – 0.08% 178
2016
Q1 		$148K Hold
6,006
– – 0.07% 193
2015
Q4 		$154K Hold
6,006
– – 0.07% 182
2015
Q3 		$150K Sell
6,006
-100
-2% -$2.77K 0.08% 187
2015
Q2 		$183K Hold
6,106
– – 0.09% 178
2015
Q1 		$201K Hold
6,106
– – 0.1% 168
2014
Q4 		$220K Buy
+6,106
New +$226K 0.11% 164

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Patten Group's EPD Position: Q1 2026 in Review

Patten Group increased its Enterprise Products Partners (EPD) stake by 0.49% in Q1 2026, buying an estimated $9.06K and bringing the position to 52,647 shares worth $1.99M. The position accounts for 0.35% of the portfolio, ranked #86.

Patten Group first reported a position in EPD in Q4 2014 and has held it in 46 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Patten Group held 52,647 shares of Enterprise Products Partners worth $1.99M as of Q1 2026.
  • Patten Group bought 256 Enterprise Products Partners shares in Q1 2026, an estimated $9.06K.
  • Enterprise Products Partners made up 0.35% of Patten Group's portfolio in Q1 2026, its #86 holding.
  • Patten Group first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 46 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.