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PBMares Wealth Management’s Enterprise Products Partners EPD Stock Holding History

PBMares Wealth Management’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 		$1.06M Buy
34,020
+22,010
+183% +$694K 0.17% 68
2025
Q2 		$372K Sell
12,010
-5,500
-31% -$171K 0.07% 128
2025
Q1 		$598K Sell
17,510
-2,503
-13% -$83.4K 0.12% 95
2024
Q4 		$628K Buy
+20,013
New +$615K 0.13% 94

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

PBMares Wealth Management's EPD Position: Q3 2025 in Review

PBMares Wealth Management increased its Enterprise Products Partners (EPD) stake by 183% in Q3 2025, buying an estimated $694K and bringing the position to 34,020 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #68.

PBMares Wealth Management first reported a position in EPD in Q4 2024 and has held it in 4 quarters since. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • PBMares Wealth Management held 34,020 shares of Enterprise Products Partners worth $1.06M as of Q3 2025.
  • PBMares Wealth Management bought 22,010 Enterprise Products Partners shares in Q3 2025, an estimated $694K.
  • Enterprise Products Partners made up 0.17% of PBMares Wealth Management's portfolio in Q3 2025, its #68 holding.
  • PBMares Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 4 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.