Prevail Innovative Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Prevail Innovative Wealth 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
2025 Q4	–	Sell	-50,583	Closed	-$1.58M	–	200
2025 Q3	$1.58M	Sell	50,583 -1,680	-3%	-$53K	0.31%	120
2025 Q2	$1.62M	Buy	+52,263	New	+$1.63M	0.36%	95
2025 Q1	–	Sell	-63,351	Closed	-$1.99M	–	183
2024 Q4	$1.99M	Buy	+63,351	New	+$1.95M	0.58%	57
2024 Q3	–	Sell	-95,623	Closed	-$2.77M	–	175
2024 Q2	$2.77M	Sell	95,623 -3,011	-3%	-$86.3K	0.98%	41
2024 Q1	$2.88M	Buy	98,634 +3,572	+4%	+$98.1K	1.07%	21
2023 Q4	$2.5M	Buy	+95,062	New	+$2.53M	1.2%	28

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Prevail Innovative Wealth Advisors's EPD Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 50,583 shares — an estimated $1.58M sold.

Prevail Innovative Wealth Advisors first reported a position in EPD in Q4 2023 and held it in 6 quarters. The position peaked at $2.88M in Q1 2024. 1,485 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Prevail Innovative Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 50,583 Enterprise Products Partners shares in Q4 2025, an estimated $1.58M.
Prevail Innovative Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2023 and held it in 6 quarters.
Prevail Innovative Wealth Advisors's Enterprise Products Partners position peaked at $2.88M in Q1 2024.
1,485 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.