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Sheaff Brock Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$2.11M Buy
61,693
+1,201
+2% +$40K 0.19% 94
2024
Q4 		$1.9M Buy
60,492
+1,392
+2% +$42.8K 0.16% 113
2024
Q3 		$1.72M Sell
59,100
-328
-0.6% -$9.58K 0.15% 123
2024
Q2 		$1.72M Sell
59,428
-4,199
-7% -$120K 0.16% 116
2024
Q1 		$1.86M Buy
63,627
+3,925
+7% +$108K 0.12% 122
2023
Q4 		$1.57M Buy
59,702
+4,874
+9% +$130K 0.12% 124
2023
Q3 		$1.5M Sell
54,828
-3,135
-5% -$83.9K 0.14% 116
2023
Q2 		$1.53M Sell
57,963
-7,937
-12% -$207K 0.13% 119
2023
Q1 		$1.71M Sell
65,900
-3,304
-5% -$84.9K 0.16% 111
2022
Q4 		$1.67M Buy
69,204
+1,152
+2% +$28.4K 0.16% 106
2022
Q3 		$1.62M Buy
68,052
+158
+0.2% +$4.08K 0.17% 99
2022
Q2 		$1.66M Hold
67,894
– – 0.14% 100
2022
Q1 		$1.75M Sell
67,894
-4,142
-6% -$101K 0.12% 111
2021
Q4 		$1.58M Buy
72,036
+2
+0% +$45 0.11% 136
2021
Q3 		$1.56M Buy
72,034
+2,498
+4% +$56.7K 0.11% 129
2021
Q2 		$1.68M Buy
69,536
+177
+0.3% +$4.19K 0.12% 108
2021
Q1 		$1.53M Buy
69,359
+3,150
+5% +$69.3K 0.12% 111
2020
Q4 		$1.3M Buy
66,209
+4,447
+7% +$82.8K 0.11% 120
2020
Q3 		$975K Buy
61,762
+6,933
+13% +$121K 0.09% 136
2020
Q2 		$996K Sell
54,829
-16,021
-23% -$287K 0.1% 123
2020
Q1 		$1.01M Buy
70,850
+3,941
+6% +$91.5K 0.13% 97
2019
Q4 		$1.88M Sell
66,909
-4,453
-6% -$121K 0.18% 77
2019
Q3 		$2.04M Buy
71,362
+200
+0.3% +$5.82K 0.22% 75
2019
Q2 		$2.05M Buy
71,162
+1,825
+3% +$52.6K 0.22% 74
2019
Q1 		$2.02M Buy
69,337
+1,376
+2% +$38.4K 0.25% 80
2018
Q4 		$1.67M Sell
67,961
-4,054
-6% -$109K 0.26% 77
2018
Q3 		$2.07M Sell
72,015
-942
-1% -$27.2K 0.2% 81
2018
Q2 		$2.02M Sell
72,957
-204
-0.3% -$5.58K 0.2% 86
2018
Q1 		$1.79M Sell
73,161
-474
-0.6% -$12.6K 0.19% 87
2017
Q4 		$1.95M Sell
73,635
-4,424
-6% -$112K 0.25% 84
2017
Q3 		$2.04M Buy
78,059
+1,619
+2% +$42.8K 0.27% 85
2017
Q2 		$2.07M Buy
76,440
+2,560
+3% +$69.4K 0.27% 82
2017
Q1 		$2.04M Buy
73,880
+1,712
+2% +$47.8K 0.27% 81
2016
Q4 		$1.95M Buy
72,168
+8,853
+14% +$231K 0.25% 85
2016
Q3 		$1.75M Sell
63,315
-8,007
-11% -$221K 0.23% 91
2016
Q2 		$2.09M Sell
71,322
-896
-1% -$24.1K 0.26% 81
2016
Q1 		$1.78M Sell
72,218
-13,809
-16% -$322K 0.22% 96
2015
Q4 		$2.2M Buy
+86,027
New +$2.24M 0.25% 97

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Sheaff Brock Investment Advisors's EPD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Enterprise Products Partners (EPD) stake by 2% in Q1 2025, buying an estimated $40K and bringing the position to 61,693 shares worth $2.11M. The position accounts for 0.19% of the portfolio, ranked #94.

Sheaff Brock Investment Advisors first reported a position in EPD in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.2M in Q4 2015. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 61,693 shares of Enterprise Products Partners worth $2.11M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,201 Enterprise Products Partners shares in Q1 2025, an estimated $40K.
  • Enterprise Products Partners made up 0.19% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #94 holding.
  • Sheaff Brock Investment Advisors first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Enterprise Products Partners position peaked at $2.2M in Q4 2015.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.