Patton Albertson Miller Group’s Enterprise Products Partners EPD Stock Holding History

Patton Albertson Miller 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
2025 Q3	–	Sell	-8,606	Closed	-$267K	–	212
2025 Q2	$267K	Hold	8,606	–	–	0.04%	189
2025 Q1	$294K	Hold	8,606	–	–	0.04%	180
2024 Q4	$270K	Hold	8,606	–	–	0.04%	188
2024 Q3	$251K	Hold	8,606	–	–	0.03%	190
2024 Q2	$249K	Buy	+8,606	New	+$247K	0.04%	184
2020 Q1	–	Sell	-8,825	Closed	-$249K	–	221
2019 Q4	$249K	Buy	8,825 +600	+7%	+$16.3K	0.07%	215
2019 Q3	$235K	Sell	8,225 -1,700	-17%	-$49.5K	0.07%	220
2019 Q2	$282K	Buy	+9,925	New	+$286K	0.08%	204
2018 Q4	–	Sell	-2,580	Closed	-$69K	–	171
2018 Q3	$69K	Buy	+2,580	New	+$74.5K	0.04%	158
2018 Q1	–	Sell	-7,730	Closed	-$205K	–	116
2017 Q4	$205K	Hold	7,730	–	–	0.08%	122
2017 Q3	$203K	Hold	7,730	–	–	0.09%	126
2017 Q2	$210K	Sell	7,730 -370	-5%	-$10K	0.09%	125
2017 Q1	$217K	Hold	8,100	–	–	0.09%	131
2016 Q4	$219K	Hold	8,100	–	–	0.09%	124
2016 Q3	$224K	Hold	8,100	–	–	0.1%	125
2016 Q2	$237K	Buy	+8,100	New	+$217K	0.11%	119

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Patton Albertson Miller Group's EPD Position: Q3 2025 in Review

Patton Albertson Miller Group sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 8,606 shares — an estimated $267K sold.

Patton Albertson Miller Group first reported a position in EPD in Q2 2016 and held it in 16 quarters. The position peaked at $294K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Patton Albertson Miller Group reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
Patton Albertson Miller Group sold 8,606 Enterprise Products Partners shares in Q3 2025, an estimated $267K.
Patton Albertson Miller Group first reported a position in Enterprise Products Partners in Q2 2016 and held it in 16 quarters.
Patton Albertson Miller Group's Enterprise Products Partners position peaked at $294K in Q1 2025.
1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Patton Albertson Miller Group's 13F filing for Q3 2025, filed 3 Nov 2025.