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Shoker Investment Counsel’s Enterprise Products Partners EPD Stock Holding History

Shoker Investment Counsel’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 		$4.96M Sell
131,119
-3,240
-2% -$115K 1.47% 15
2025
Q4 		$4.31M Sell
134,359
-1,064
-0.8% -$33.6K 1.26% 19
2025
Q3 		$4.23M Sell
135,423
-1,166
-0.9% -$36.8K 1.25% 18
2025
Q2 		$4.24M Buy
136,589
+3,340
+3% +$104K 1.33% 16
2025
Q1 		$4.55M Buy
133,249
+1,461
+1% +$48.7K 1.54% 15
2024
Q4 		$4.13M Sell
131,788
-239
-0.2% -$7.34K 1.4% 16
2024
Q3 		$3.84M Sell
132,027
-2,012
-2% -$58.8K 1.29% 19
2024
Q2 		$3.88M Sell
134,039
-4,716
-3% -$135K 1.37% 17
2024
Q1 		$4.08M Sell
138,755
-8,342
-6% -$229K 1.45% 17
2023
Q4 		$3.88M Sell
147,097
-3,200
-2% -$85.3K 1.5% 14
2023
Q3 		$4.11M Buy
150,297
+831
+0.6% +$22.2K 1.79% 12
2023
Q2 		$3.94M Sell
149,466
-2,914
-2% -$76.2K 1.65% 14
2023
Q1 		$3.95M Sell
152,380
-3,184
-2% -$81.8K 1.72% 14
2022
Q4 		$3.75M Buy
155,564
+1,439
+0.9% +$35.4K 1.68% 13
2022
Q3 		$3.66M Buy
154,125
+3,739
+2% +$96.5K 1.92% 11
2022
Q2 		$3.66M Buy
150,386
+5,063
+3% +$133K 1.95% 10
2022
Q1 		$3.75M Buy
145,323
+4,565
+3% +$111K 1.86% 10
2021
Q4 		$3.09M Buy
140,758
+27,446
+24% +$616K 1.42% 20
2021
Q3 		$2.45M Buy
113,312
+10,549
+10% +$240K 1.22% 24
2021
Q2 		$2.48M Buy
102,763
+6,157
+6% +$146K 1.24% 23
2021
Q1 		$2.13M Sell
96,606
-6,403
-6% -$141K 1.12% 24
2020
Q4 		$2.02M Buy
103,009
+15,616
+18% +$291K 1.13% 25
2020
Q3 		$1.38M Buy
87,393
+4,453
+5% +$78K 0.9% 39
2020
Q2 		$1.51M Buy
+82,940
New +$1.48M 1.05% 32

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

Shoker Investment Counsel's EPD Position: Q1 2026 in Review

Shoker Investment Counsel reduced its Enterprise Products Partners (EPD) stake by 2.4% in Q1 2026, selling an estimated $115K and leaving 131,119 shares worth $4.96M. The position accounts for 1.47% of the portfolio, ranked #15.

Shoker Investment Counsel first reported a position in EPD in Q2 2020 and has held it in 24 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Shoker Investment Counsel held 131,119 shares of Enterprise Products Partners worth $4.96M as of Q1 2026.
  • Shoker Investment Counsel sold 3,240 Enterprise Products Partners shares in Q1 2026, an estimated $115K.
  • Enterprise Products Partners made up 1.47% of Shoker Investment Counsel's portfolio in Q1 2026, its #15 holding.
  • Shoker Investment Counsel first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 24 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.