PGF
EPD icon

Plan Group Financial’s Enterprise Products Partners EPD Stock Holding History

Plan Group Financial’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 		$1.82M Buy
48,137
+13,988
+41% +$495K 0.43% 69
2025
Q4 		$1.09M Sell
34,149
-11,455
-25% -$362K 0.28% 82
2025
Q3 		$1.43M Buy
45,604
+765
+2% +$24.1K 0.38% 75
2025
Q2 		$1.39M Sell
44,839
-6,135
-12% -$191K 0.46% 73
2025
Q1 		$1.74M Buy
50,974
+14,485
+40% +$482K 0.62% 40
2024
Q4 		$1.14M Buy
36,489
+4,811
+15% +$148K 0.6% 36
2024
Q3 		$922K Buy
31,678
+3,418
+12% +$99.8K 0.49% 48
2024
Q2 		$819K Buy
28,260
+12,031
+74% +$345K 0.5% 44
2024
Q1 		$474K Buy
16,229
+5,249
+48% +$144K 0.31% 52
2023
Q4 		$289K Buy
10,980
+1,100
+11% +$29.3K 0.25% 54
2023
Q3 		$270K Buy
+9,880
New +$264K 0.19% 56
2022
Q2 		$200K Buy
+8,234
New +$217K 0.34% 54

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

Plan Group Financial's EPD Position: Q1 2026 in Review

Plan Group Financial increased its Enterprise Products Partners (EPD) stake by 41% in Q1 2026, buying an estimated $495K and bringing the position to 48,137 shares worth $1.82M. The position accounts for 0.43% of the portfolio, ranked #69.

Plan Group Financial first reported a position in EPD in Q2 2022 and has held it in 12 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Plan Group Financial held 48,137 shares of Enterprise Products Partners worth $1.82M as of Q1 2026.
  • Plan Group Financial bought 13,988 Enterprise Products Partners shares in Q1 2026, an estimated $495K.
  • Enterprise Products Partners made up 0.43% of Plan Group Financial's portfolio in Q1 2026, its #69 holding.
  • Plan Group Financial first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 12 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.