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Sigma Planning Corp’s Enterprise Products Partners EPD Stock Holding History

Sigma Planning Corp’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 		$1.32M Sell
35,000
-645
-2% -$22.8K 0.04% 463
2025
Q4 		$1.14M Buy
35,645
+1,825
+5% +$57.7K 0.03% 488
2025
Q3 		$1.06M Buy
33,820
+1,165
+4% +$36.8K 0.03% 504
2025
Q2 		$1.01M Sell
32,655
-4,013
-11% -$125K 0.03% 498
2025
Q1 		$1.25M Buy
36,668
+2,382
+7% +$79.3K 0.04% 411
2024
Q4 		$1.08M Sell
34,286
-759
-2% -$23.3K 0.03% 469
2024
Q3 		$1.02M Sell
35,045
-4,181
-11% -$122K 0.03% 492
2024
Q2 		$1.14M Buy
39,226
+2,173
+6% +$62.3K 0.04% 441
2024
Q1 		$1.08M Buy
37,053
+17,329
+88% +$476K 0.03% 478
2023
Q4 		$520K Sell
19,724
-20,303
-51% -$541K 0.04% 444
2023
Q3 		$1.1M Buy
40,027
+5,505
+16% +$147K 0.04% 429
2023
Q2 		$910K Sell
34,522
-3,446
-9% -$90.1K 0.03% 492
2023
Q1 		$983K Sell
37,968
-1,425
-4% -$36.6K 0.03% 522
2022
Q4 		$950K Buy
39,393
+2,781
+8% +$68.5K 0.03% 497
2022
Q3 		$871K Buy
36,612
+3,809
+12% +$98.3K 0.03% 511
2022
Q2 		$799K Sell
32,803
-2,007
-6% -$52.8K 0.03% 562
2022
Q1 		$898K Buy
34,810
+2,809
+9% +$68.2K 0.03% 585
2021
Q4 		$703K Buy
32,001
+3,522
+12% +$79K 0.02% 689
2021
Q3 		$616K Buy
28,479
+127
+0.4% +$2.88K 0.02% 726
2021
Q2 		$684K Buy
28,352
+2,178
+8% +$51.6K 0.02% 698
2021
Q1 		$576K Buy
26,174
+553
+2% +$12.2K 0.02% 713
2020
Q4 		$502K Buy
25,621
+46
+0.2% +$856 0.02% 691
2020
Q3 		$404K Sell
25,575
-2,195
-8% -$38.5K 0.02% 679
2020
Q2 		$505K Sell
27,770
-4,821
-15% -$86.2K 0.02% 587
2020
Q1 		$466K Sell
32,591
-9,423
-22% -$219K 0.03% 500
2019
Q4 		$1.18M Buy
42,014
+1,543
+4% +$41.8K 0.05% 363
2019
Q3 		$1.16M Buy
40,471
+2,163
+6% +$63K 0.06% 339
2019
Q2 		$1.11M Sell
38,308
-822
-2% -$23.7K 0.06% 324
2019
Q1 		$1.14M Sell
39,130
-27,701
-41% -$774K 0.06% 286
2018
Q4 		$1.64M Sell
66,831
-4,919
-7% -$132K 0.12% 185
2018
Q3 		$2.06M Buy
71,750
+33,989
+90% +$982K 0.12% 178
2018
Q2 		$1.04M Buy
37,761
+691
+2% +$18.9K 0.07% 274
2018
Q1 		$907K Sell
37,070
-1,970
-5% -$52.5K 0.07% 281
2017
Q4 		$1.03M Buy
39,040
+463
+1% +$11.7K 0.08% 259
2017
Q3 		$1.01M Buy
38,577
+19,227
+99% +$508K 0.08% 251
2017
Q2 		$524K Buy
19,350
+1,616
+9% +$43.8K 0.05% 393
2017
Q1 		$490K Buy
17,734
+163
+0.9% +$4.55K 0.05% 396
2016
Q4 		$475K Sell
17,571
-2,908
-14% -$75.8K 0.05% 363
2016
Q3 		$566K Buy
20,479
+1,944
+10% +$53.7K 0.07% 304
2016
Q2 		$542K Sell
18,535
-1,186
-6% -$31.8K 0.07% 300
2016
Q1 		$486K Buy
19,721
+364
+2% +$8.47K 0.07% 316
2015
Q4 		$495K Sell
19,357
-2,775
-13% -$72.1K 0.07% 316
2015
Q3 		$551K Sell
22,132
-6,412
-22% -$178K 0.09% 271
2015
Q2 		$853K Sell
28,544
-1,314
-4% -$43K 0.12% 211
2015
Q1 		$983K Sell
29,858
-103,424
-78% -$3.47M 0.13% 196
2014
Q4 		$4.81M Buy
+133,282
New +$4.93M 0.64% 24

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

Sigma Planning Corp's EPD Position: Q1 2026 in Review

Sigma Planning Corp reduced its Enterprise Products Partners (EPD) stake by 1.8% in Q1 2026, selling an estimated $22.8K and leaving 35,000 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #463.

Sigma Planning Corp first reported a position in EPD in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.81M in Q4 2014. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Sigma Planning Corp held 35,000 shares of Enterprise Products Partners worth $1.32M as of Q1 2026.
  • Sigma Planning Corp sold 645 Enterprise Products Partners shares in Q1 2026, an estimated $22.8K.
  • Enterprise Products Partners made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #463 holding.
  • Sigma Planning Corp first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Enterprise Products Partners position peaked at $4.81M in Q4 2014.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.