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SFMG Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

SFMG 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
2026
Q1 		$515K Sell
13,613
-5,983
-31% -$212K 0.03% 186
2025
Q4 		$628K Buy
19,596
+1,499
+8% +$47.4K 0.04% 156
2025
Q3 		$566K Buy
18,097
+2,186
+14% +$69K 0.04% 159
2025
Q2 		$493K Sell
15,911
-5,144
-24% -$160K 0.04% 158
2025
Q1 		$719K Buy
21,055
+309
+1% +$10.3K 0.06% 120
2024
Q4 		$651K Buy
20,746
+5,000
+32% +$154K 0.05% 126
2024
Q3 		$458K Hold
15,746
– – 0.04% 150
2024
Q2 		$456K Sell
15,746
-3,894
-20% -$112K 0.04% 152
2024
Q1 		$573K Buy
19,640
+435
+2% +$11.9K 0.05% 128
2023
Q4 		$506K Sell
19,205
-690
-3% -$18.4K 0.05% 139
2023
Q3 		$545K Buy
+19,895
New +$532K 0.06% 116
2023
Q2 		– Sell
-12,386
Closed -$321K – 262
2023
Q1 		$321K Sell
12,386
-881
-7% -$22.6K 0.03% 170
2022
Q4 		$320K Buy
13,267
+59
+0.4% +$1.45K 0.04% 173
2022
Q3 		$325K Buy
13,208
+1
+0% +$26 0.04% 163
2022
Q2 		$322K Buy
13,207
+4,994
+61% +$131K 0.04% 173
2022
Q1 		$212K Buy
+8,213
New +$199K 0.02% 264
2021
Q4 		– Sell
-12,011
Closed -$260K – 297
2021
Q3 		$260K Hold
12,011
– – 0.03% 212
2021
Q2 		$290K Sell
12,011
-166
-1% -$3.93K 0.03% 198
2021
Q1 		$268K Sell
12,177
-105
-0.9% -$2.31K 0.03% 195
2020
Q4 		$241K Buy
12,282
+1,220
+11% +$22.7K 0.03% 191
2020
Q3 		$175K Buy
+11,062
New +$194K 0.02% 169
2020
Q1 		– Sell
-30,486
Closed -$858K – 155
2019
Q4 		$858K Buy
30,486
+751
+3% +$20.4K 0.11% 68
2019
Q3 		$850K Hold
29,735
– – 0.12% 59
2019
Q2 		$898K Sell
29,735
-200
-0.7% -$5.76K 0.12% 54
2019
Q1 		$871K Sell
29,935
-1,984
-6% -$55.4K 0.13% 51
2018
Q4 		$785K Sell
31,919
-4,198
-12% -$112K 0.13% 50
2018
Q3 		$962K Buy
36,117
+4,735
+15% +$137K 0.15% 42
2018
Q2 		$868K Buy
31,382
+4,878
+18% +$133K 0.14% 50
2018
Q1 		$649K Buy
26,504
+886
+3% +$23.6K 0.11% 61
2017
Q4 		$679K Buy
25,618
+76
+0.3% +$1.92K 0.11% 60
2017
Q3 		$666K Sell
25,542
-1,232
-5% -$32.6K 0.13% 55
2017
Q2 		$725K Sell
26,774
-150
-0.6% -$4.06K 0.15% 51
2017
Q1 		$743K Sell
26,924
-255
-0.9% -$7.12K 0.15% 49
2016
Q4 		$735K Sell
27,179
-149
-0.5% -$3.88K 0.16% 52
2016
Q3 		$755K Buy
27,328
+45
+0.2% +$1.24K 0.17% 51
2016
Q2 		$798K Buy
27,283
+1,071
+4% +$28.8K 0.18% 50
2016
Q1 		$645K Sell
26,212
-7,132
-21% -$166K 0.14% 52
2015
Q4 		$853K Buy
33,344
+98
+0.3% +$2.55K 0.19% 56
2015
Q3 		$828K Sell
33,246
-32,100
-49% -$890K 0.2% 57
2015
Q2 		$1.95M Sell
65,346
-75,814
-54% -$2.48M 0.44% 29
2015
Q1 		$4.65M Buy
141,160
+89,080
+171% +$2.98M 0.38% 23
2014
Q4 		$1.88M Buy
52,080
+18,700
+56% +$691K 0.42% 28
2014
Q3 		$1.34M Hold
33,380
– – 0.42% 27
2014
Q2 		$1.31M Sell
33,380
-600
-2% -$22.1K 0.45% 24
2014
Q1 		$1.18M Hold
33,980
– – 0.4% 25
2013
Q4 		$1.13M Sell
33,980
-2,382
-7% -$74.2K 0.39% 25
2013
Q3 		$1.11M Hold
36,362
– – 0.44% 24
2013
Q2 		$1.13M Buy
+36,362
New +$1.1M 0.45% 23

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

SFMG Wealth Advisors's EPD Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 31% in Q1 2026, selling an estimated $212K and leaving 13,613 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #186.

SFMG Wealth Advisors first reported a position in EPD in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.65M in Q1 2015. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • SFMG Wealth Advisors held 13,613 shares of Enterprise Products Partners worth $515K as of Q1 2026.
  • SFMG Wealth Advisors sold 5,983 Enterprise Products Partners shares in Q1 2026, an estimated $212K.
  • Enterprise Products Partners made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #186 holding.
  • SFMG Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 48 quarters since.
  • SFMG Wealth Advisors's Enterprise Products Partners position peaked at $4.65M in Q1 2015.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.