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

Private 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 		$4.51M Buy
119,100
+1,800
+2% +$63.7K 0.35% 43
2025
Q4 		$3.76M Buy
117,300
+11,150
+11% +$353K 0.27% 53
2025
Q3 		$3.32M Buy
106,150
+16,550
+18% +$522K 0.24% 59
2025
Q2 		$2.78M Buy
89,600
+20,100
+29% +$626K 0.22% 62
2025
Q1 		$2.37M Hold
69,500
– – 0.2% 65
2024
Q4 		$2.18M Buy
69,500
+49,000
+239% +$1.51M 0.17% 65
2024
Q3 		$597K Buy
+20,500
New +$599K 0.05% 117
2020
Q2 		– Sell
-10,845
Closed -$155K – 119
2020
Q1 		$155K Sell
10,845
-3,790
-26% -$88K 0.03% 109
2019
Q4 		$412K Sell
14,635
-10,000
-41% -$271K 0.06% 94
2019
Q3 		$704K Sell
24,635
-1,000
-4% -$29.1K 0.11% 73
2019
Q2 		$740K Buy
25,635
+3,790
+17% +$109K 0.11% 74
2019
Q1 		$636K Buy
+21,845
New +$610K 0.1% 76
2014
Q1 		– Sell
-108,696
Closed -$3.6M – 162
2013
Q4 		$3.6M Buy
108,696
+14,000
+15% +$436K 0.8% 38
2013
Q3 		$2.89M Sell
94,696
-200
-0.2% -$6.12K 0.68% 45
2013
Q2 		$2.95M Buy
+94,896
New +$2.88M 0.74% 42

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

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

Private Wealth Partners increased its Enterprise Products Partners (EPD) stake by 1.5% in Q1 2026, buying an estimated $63.7K and bringing the position to 119,100 shares worth $4.51M. The position accounts for 0.35% of the portfolio, ranked #43.

Private Wealth Partners first reported a position in EPD in Q2 2013 and has held it in 15 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Private Wealth Partners held 119,100 shares of Enterprise Products Partners worth $4.51M as of Q1 2026.
  • Private Wealth Partners bought 1,800 Enterprise Products Partners shares in Q1 2026, an estimated $63.7K.
  • Enterprise Products Partners made up 0.35% of Private Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Private Wealth Partners first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 15 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.