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Pinnacle Associates’s Enterprise Products Partners EPD Stock Holding History

Pinnacle Associates’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 		$3.5M Sell
92,591
-981
-1% -$34.7K 0.05% 313
2025
Q4 		$3M Buy
93,572
+21
+0% +$664 0.04% 329
2025
Q3 		$2.93M Buy
93,551
+52
+0.1% +$1.64K 0.04% 331
2025
Q2 		$2.9M Sell
93,499
-227
-0.2% -$7.07K 0.04% 329
2025
Q1 		$3.2M Sell
93,726
-434
-0.5% -$14.5K 0.05% 301
2024
Q4 		$2.95M Sell
94,160
-38,536
-29% -$1.18M 0.04% 314
2024
Q3 		$3.5M Buy
132,696
+16,371
+14% +$478K 0.06% 270
2024
Q2 		$3.37M Sell
116,325
-8,886
-7% -$255K 0.05% 283
2024
Q1 		$3.65M Sell
125,211
-7,485
-6% -$206K 0.06% 281
2023
Q4 		$3.5M Sell
132,696
-20,827
-14% -$555K 0.06% 273
2023
Q3 		$4.2M Sell
153,523
-36,010
-19% -$963K 0.08% 246
2023
Q2 		$4.99M Sell
189,533
-15,823
-8% -$414K 0.09% 232
2023
Q1 		$5.32M Sell
205,356
-4,446
-2% -$114K 0.11% 196
2022
Q4 		$5.06M Sell
209,802
-3,728
-2% -$91.8K 0.11% 197
2022
Q3 		$5.08M Sell
213,530
-2,098
-1% -$54.1K 0.12% 195
2022
Q2 		$5.25M Buy
215,628
+9,434
+5% +$248K 0.11% 200
2022
Q1 		$5.32M Sell
206,194
-2,623
-1% -$63.7K 0.09% 217
2021
Q4 		$4.59M Buy
208,817
+51,203
+32% +$1.15M 0.08% 229
2021
Q3 		$3.41M Buy
157,614
+440
+0.3% +$9.99K 0.06% 269
2021
Q2 		$3.79M Buy
157,174
+8,754
+6% +$207K 0.07% 249
2021
Q1 		$3.27M Buy
148,420
+5,382
+4% +$118K 0.06% 263
2020
Q4 		$2.8M Sell
143,038
-10,015
-7% -$186K 0.06% 261
2020
Q3 		$2.42M Buy
153,053
+756
+0.5% +$13.2K 0.06% 256
2020
Q2 		$2.77M Sell
152,297
-1,238
-0.8% -$22.1K 0.07% 239
2020
Q1 		$2.2M Sell
153,535
-10,012
-6% -$233K 0.07% 247
2019
Q4 		$4.61M Sell
163,547
-6,867
-4% -$186K 0.1% 209
2019
Q3 		$4.87M Sell
170,414
-420
-0.2% -$12.2K 0.11% 203
2019
Q2 		$4.93M Sell
170,834
-3,142
-2% -$90.5K 0.12% 206
2019
Q1 		$5.06M Buy
173,976
+1,688
+1% +$47.2K 0.11% 195
2018
Q4 		$4.24M Buy
172,288
+5,092
+3% +$136K 0.11% 206
2018
Q3 		$4.8M Sell
167,196
-5,690
-3% -$164K 0.1% 219
2018
Q2 		$4.78M Buy
172,886
+678
+0.4% +$18.5K 0.1% 210
2018
Q1 		$4.22M Buy
172,208
+99,702
+138% +$2.65M 0.08% 229
2017
Q4 		$1.92M Sell
72,506
-79,972
-52% -$2.02M 0.04% 311
2017
Q3 		$3.98M Sell
152,478
-2,243
-1% -$59.3K 0.07% 234
2017
Q2 		$4.19M Sell
154,721
-660
-0.4% -$17.9K 0.08% 223
2017
Q1 		$4.29M Sell
155,381
-7,322
-5% -$205K 0.08% 220
2016
Q4 		$4.4M Buy
162,703
+4,551
+3% +$119K 0.09% 211
2016
Q3 		$4.37M Buy
158,152
+6,509
+4% +$180K 0.09% 215
2016
Q2 		$4.44M Sell
151,643
-24,676
-14% -$662K 0.1% 213
2016
Q1 		$4.34M Sell
176,319
-1,137
-0.6% -$26.5K 0.09% 212
2015
Q4 		$4.54M Sell
177,456
-11,935
-6% -$310K 0.1% 197
2015
Q3 		$4.72M Buy
189,391
+24,335
+15% +$675K 0.1% 192
2015
Q2 		$4.93M Buy
165,056
+3,893
+2% +$127K 0.09% 201
2015
Q1 		$5.31M Buy
161,163
+4,818
+3% +$161K 0.1% 189
2014
Q4 		$5.65M Buy
156,345
+2,012
+1% +$74.4K 0.11% 179
2014
Q3 		$6.22M Buy
154,333
+2,203
+1% +$86.4K 0.13% 166
2014
Q2 		$5.96M Sell
152,130
-14,194
-9% -$524K 0.12% 171
2014
Q1 		$5.77M Buy
166,324
+338
+0.2% +$11.2K 0.11% 167
2013
Q4 		$5.5M Buy
165,986
+4,178
+3% +$130K 0.11% 179
2013
Q3 		$4.94M Buy
161,808
+17,588
+12% +$538K 0.1% 181
2013
Q2 		$4.48M Buy
+144,220
New +$4.37M 0.1% 185

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

Pinnacle Associates's EPD Position: Q1 2026 in Review

Pinnacle Associates reduced its Enterprise Products Partners (EPD) stake by 1% in Q1 2026, selling an estimated $34.7K and leaving 92,591 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #313.

Pinnacle Associates first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.22M in Q3 2014. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Pinnacle Associates held 92,591 shares of Enterprise Products Partners worth $3.5M as of Q1 2026.
  • Pinnacle Associates sold 981 Enterprise Products Partners shares in Q1 2026, an estimated $34.7K.
  • Enterprise Products Partners made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #313 holding.
  • Pinnacle Associates first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's Enterprise Products Partners position peaked at $6.22M in Q3 2014.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.