Pinion Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Pinion Investment Advisors’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	$237K	Sell	6,273 -213	-3%	-$7.54K	0.06%	160
2025 Q4	$208K	Buy	+6,486	New	+$205K	0.05%	167
2025 Q2	–	Sell	-6,000	Closed	-$205K	–	168
2025 Q1	$205K	Buy	+6,000	New	+$200K	0.05%	148
2019 Q4	–	Sell	-7,020	Closed	-$201K	–	114
2019 Q3	$201K	Hold	7,020	–	–	0.41%	110
2019 Q2	$203K	Sell	7,020 -380	-5%	-$10.9K	0.43%	108
2019 Q1	$215K	Buy	+7,400	New	+$207K	0.38%	113
2018 Q4	–	Sell	-7,770	Closed	-$223K	–	115
2018 Q3	$223K	Sell	7,770 -200	-3%	-$5.78K	0.43%	114
2018 Q2	$221K	Buy	+7,970	New	+$218K	0.43%	112

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Pinion Investment Advisors's EPD Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 3.3% in Q1 2026, selling an estimated $7.54K and leaving 6,273 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #160.

Pinion Investment Advisors first reported a position in EPD in Q2 2018 and has held it in 8 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Pinion Investment Advisors held 6,273 shares of Enterprise Products Partners worth $237K as of Q1 2026.
Pinion Investment Advisors sold 213 Enterprise Products Partners shares in Q1 2026, an estimated $7.54K.
Enterprise Products Partners made up 0.06% of Pinion Investment Advisors's portfolio in Q1 2026, its #160 holding.
Pinion Investment Advisors first reported a position in Enterprise Products Partners in Q2 2018 and has held it in 8 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.