Pinnacle West Asset Management’s Enterprise Products Partners EPD Stock Holding History

Pinnacle West Asset 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
2026 Q1	$2.08M	Sell	55,037 -3,500	-6%	-$124K	1.42%	22
2025 Q4	$1.88M	Sell	58,537 -1,423	-2%	-$45K	1.22%	24
2025 Q3	$1.88M	Hold	59,960	–	–	1.21%	24
2025 Q2	$1.86M	Sell	59,960 -322	-0.5%	-$10K	1.29%	28
2025 Q1	$2.06M	Buy	60,282 +175	+0.3%	+$5.83K	1.49%	21
2024 Q4	$1.89M	Hold	60,107	–	–	1.35%	23
2024 Q3	$1.75M	Buy	60,107 +300	+0.5%	+$8.76K	1.25%	27
2024 Q2	$1.73M	Hold	59,807	–	–	1.35%	21
2024 Q1	$1.75M	Sell	59,807 -666	-1%	-$18.3K	1.39%	24
2023 Q4	$1.59M	Buy	60,473 +5,012	+9%	+$134K	1.37%	22
2023 Q3	$1.52M	Buy	55,461 +5,450	+11%	+$146K	1.49%	19
2023 Q2	$1.32M	Sell	50,011 -314	-0.6%	-$8.21K	1.28%	24
2023 Q1	$1.3M	Buy	+50,325	New	+$1.29M	1.36%	22

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

Pinnacle West Asset Management's EPD Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Enterprise Products Partners (EPD) stake by 6% in Q1 2026, selling an estimated $124K and leaving 55,037 shares worth $2.08M. The position accounts for 1.42% of the portfolio, ranked #22.

Pinnacle West Asset Management first reported a position in EPD in Q1 2023 and has held it in 13 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Pinnacle West Asset Management held 55,037 shares of Enterprise Products Partners worth $2.08M as of Q1 2026.
Pinnacle West Asset Management sold 3,500 Enterprise Products Partners shares in Q1 2026, an estimated $124K.
Enterprise Products Partners made up 1.42% of Pinnacle West Asset Management's portfolio in Q1 2026, its #22 holding.
Pinnacle West Asset Management first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 13 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.