Shepherd Kaplan Krochuk’s Enterprise Products Partners EPD Stock Holding History

Shepherd Kaplan Krochuk’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	$853K	Hold	22,538	–	–	0.72%	37
2025 Q4	$723K	Hold	22,538	–	–	0.6%	39
2025 Q3	$705K	Hold	22,538	–	–	0.58%	41
2025 Q2	$699K	Hold	22,538	–	–	0.61%	39
2025 Q1	$769K	Hold	22,538	–	–	0.66%	36
2024 Q4	$707K	Hold	22,538	–	–	0.59%	37
2024 Q3	$656K	Hold	22,538	–	–	0.49%	44
2024 Q2	$653K	Hold	22,538	–	–	0.52%	48
2024 Q1	$658K	Hold	22,538	–	–	0.52%	43
2023 Q4	$594K	Hold	22,538	–	–	0.48%	44
2023 Q3	$617K	Sell	22,538 -1,000	-4%	-$26.7K	0.54%	40
2023 Q2	$620K	Hold	23,538	–	–	0.49%	41
2023 Q1	$610K	Hold	23,538	–	–	0.54%	39
2022 Q4	$568K	Hold	23,538	–	–	0.34%	53
2022 Q3	$560K	Hold	23,538	–	–	0.28%	64
2022 Q2	$574K	Hold	23,538	–	–	0.25%	76
2022 Q1	$608K	Hold	23,538	–	–	0.23%	78
2021 Q4	$517K	Sell	23,538 -350	-1%	-$7.85K	0.19%	96
2021 Q3	$517K	Hold	23,888	–	–	0.19%	92
2021 Q2	$576K	Hold	23,888	–	–	0.21%	82
2021 Q1	$526K	Hold	23,888	–	–	0.2%	87
2020 Q4	$468K	Buy	23,888 +1,715	+8%	+$31.9K	0.17%	97
2020 Q3	$350K	Buy	22,173 +3,150	+17%	+$55.2K	0.15%	109
2020 Q2	$346K	Buy	19,023 +8,861	+87%	+$158K	0.15%	113
2020 Q1	$145K	Buy	+10,162	New	+$236K	0.23%	106
2019 Q2	–	Sell	-9,610	Closed	-$280K	–	168
2019 Q1	$280K	Hold	9,610	–	–	0.17%	125
2018 Q4	$236K	Hold	9,610	–	–	0.16%	134
2018 Q3	$276K	Hold	9,610	–	–	0.14%	154
2018 Q2	$266K	Hold	9,610	–	–	0.16%	152
2018 Q1	$235K	Hold	9,610	–	–	0.14%	174
2017 Q4	$255K	Buy	+9,610	New	+$243K	0.16%	163

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Shepherd Kaplan Krochuk's EPD Position: Q1 2026 in Review

Shepherd Kaplan Krochuk held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 22,538 shares worth $853K. The position accounts for 0.72% of the portfolio, ranked #37.

Shepherd Kaplan Krochuk first reported a position in EPD in Q4 2017 and has held it in 31 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Shepherd Kaplan Krochuk held 22,538 shares of Enterprise Products Partners worth $853K as of Q1 2026.
Shepherd Kaplan Krochuk left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.72% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #37 holding.
Shepherd Kaplan Krochuk first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 31 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.