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SageView Advisory Group’s Enterprise Products Partners EPD Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-3,846
Closed -$123K – 1146
2025
Q4 		$123K Buy
+3,846
New +$122K ﹤0.01% 759
2024
Q3 		– Sell
-11,133
Closed -$323K – 526
2024
Q2 		$323K Sell
11,133
-1,992
-15% -$57.1K 0.02% 414
2024
Q1 		$383K Sell
13,125
-5,553
-30% -$152K 0.02% 366
2023
Q4 		$505K Sell
18,678
-16,440
-47% -$438K 0.02% 397
2023
Q3 		$961K Buy
35,118
+1,901
+6% +$50.8K 0.06% 215
2023
Q2 		$875K Sell
33,217
-944
-3% -$24.7K 0.05% 245
2023
Q1 		$885K Sell
34,161
-17,308
-34% -$445K 0.06% 224
2022
Q4 		$1.24M Buy
+51,469
New +$1.27M 0.1% 133

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

SageView Advisory Group's EPD Position: Q1 2026 in Review

SageView Advisory Group sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 3,846 shares — an estimated $123K sold.

SageView Advisory Group first reported a position in EPD in Q4 2022 and held it in 8 quarters. The position peaked at $1.24M in Q4 2022. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • SageView Advisory Group reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,846 Enterprise Products Partners shares in Q1 2026, an estimated $123K.
  • SageView Advisory Group first reported a position in Enterprise Products Partners in Q4 2022 and held it in 8 quarters.
  • SageView Advisory Group's Enterprise Products Partners position peaked at $1.24M in Q4 2022.
  • 1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.