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Private Wealth Management Group’s Enterprise Products Partners EPD Stock Holding History

Private Wealth Management Group’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
Q3 		– Sell
-139
Closed -$4.31K – 1499
2025
Q2 		$4.31K Sell
139
-71
-34% -$2.21K ﹤0.01% 821
2025
Q1 		$7.17K Buy
+210
New +$6.99K ﹤0.01% 589

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Private Wealth Management Group's EPD Position: Q3 2025 in Review

Private Wealth Management Group sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 139 shares — an estimated $4.31K sold.

Private Wealth Management Group first reported a position in EPD in Q1 2025 and held it in 2 quarters. The position peaked at $7.17K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Private Wealth Management Group reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 139 Enterprise Products Partners shares in Q3 2025, an estimated $4.31K.
  • Private Wealth Management Group first reported a position in Enterprise Products Partners in Q1 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Enterprise Products Partners position peaked at $7.17K in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.