PWP
EPD icon

Perfromance Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Perfromance Wealth Partners’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 		$657K Buy
17,373
+230
+1% +$8.14K 0.02% 106
2025
Q4 		$550K Sell
17,143
-6,252
-27% -$198K 0.01% 117
2025
Q3 		$732K Buy
+23,395
New +$738K 0.02% 91

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
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

Perfromance Wealth Partners's EPD Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Enterprise Products Partners (EPD) stake by 1.3% in Q1 2026, buying an estimated $8.14K and bringing the position to 17,373 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #106.

Perfromance Wealth Partners first reported a position in EPD in Q3 2025 and has held it in 3 quarters since. The position peaked at $732K in Q3 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Perfromance Wealth Partners held 17,373 shares of Enterprise Products Partners worth $657K as of Q1 2026.
  • Perfromance Wealth Partners bought 230 Enterprise Products Partners shares in Q1 2026, an estimated $8.14K.
  • Enterprise Products Partners made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Perfromance Wealth Partners first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 3 quarters since.
  • Perfromance Wealth Partners's Enterprise Products Partners position peaked at $732K in Q3 2025.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.