PWP
EPD icon

Principle Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Principle Wealth Partners’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 		$593K Buy
15,674
+4,313
+38% +$153K 0.03% 223
2025
Q4 		$364K Buy
11,361
+54
+0.5% +$1.71K 0.02% 289
2025
Q3 		$354K Buy
11,307
+815
+8% +$25.7K 0.02% 281
2025
Q2 		$325K Sell
10,492
-644
-6% -$20.1K 0.02% 291
2025
Q1 		$380K Buy
11,136
+1,925
+21% +$64.1K 0.03% 247
2024
Q4 		$289K Buy
9,211
+565
+7% +$17.4K 0.02% 292
2024
Q3 		$252K Hold
8,646
– – 0.02% 302
2024
Q2 		$251K Buy
8,646
+230
+3% +$6.59K 0.02% 297
2024
Q1 		$246K Sell
8,416
-1,080
-11% -$29.7K 0.02% 311
2023
Q4 		$250K Sell
9,496
-2,500
-21% -$66.6K 0.02% 297
2023
Q3 		$328K Hold
11,996
– – 0.03% 247
2023
Q2 		$316K Sell
11,996
-2,615
-18% -$68.3K 0.03% 257
2023
Q1 		$378K Sell
14,611
-9,930
-40% -$255K 0.04% 222
2022
Q4 		$592K Sell
24,541
-2,460
-9% -$60.6K 0.07% 171
2022
Q3 		$642 Sell
27,001
-5,075
-16% -$131K 0.06% 159
2022
Q2 		$782K Sell
32,076
-5,003
-13% -$132K 0.09% 155
2022
Q1 		$957K Buy
37,079
+2,503
+7% +$60.8K 0.1% 140
2021
Q4 		$759K Sell
34,576
-5,612
-14% -$126K 0.08% 163
2021
Q3 		$870K Buy
40,188
+2,464
+7% +$56K 0.1% 141
2021
Q2 		$910K Buy
37,724
+1,779
+5% +$42.1K 0.1% 140
2021
Q1 		$792K Buy
35,945
+2,625
+8% +$57.7K 0.09% 145
2020
Q4 		$653K Buy
+33,320
New +$620K 0.09% 153
2020
Q3 		– Sell
-6,446
Closed -$117K – 242
2020
Q2 		$117K Buy
+6,446
New +$115K 0.03% 192

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

Principle Wealth Partners's EPD Position: Q1 2026 in Review

Principle Wealth Partners increased its Enterprise Products Partners (EPD) stake by 38% in Q1 2026, buying an estimated $153K and bringing the position to 15,674 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #223.

Principle Wealth Partners first reported a position in EPD in Q2 2020 and has held it in 23 quarters since. The position peaked at $957K in Q1 2022. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Principle Wealth Partners held 15,674 shares of Enterprise Products Partners worth $593K as of Q1 2026.
  • Principle Wealth Partners bought 4,313 Enterprise Products Partners shares in Q1 2026, an estimated $153K.
  • Enterprise Products Partners made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #223 holding.
  • Principle Wealth Partners first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Enterprise Products Partners position peaked at $957K in Q1 2022.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.