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Soltis Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Soltis 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
2026
Q1 		$533K Buy
14,087
+120
+0.9% +$4.25K 0.03% 330
2025
Q4 		$448K Buy
+13,967
New +$442K 0.03% 341
2024
Q1 		– Sell
-9,860
Closed -$260K – 304
2023
Q4 		$260K Buy
+9,860
New +$263K 0.03% 246

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

Soltis Investment Advisors's EPD Position: Q1 2026 in Review

Soltis Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.86% in Q1 2026, buying an estimated $4.25K and bringing the position to 14,087 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #330.

Soltis Investment Advisors first reported a position in EPD in Q4 2023 and has held it in 3 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Soltis Investment Advisors held 14,087 shares of Enterprise Products Partners worth $533K as of Q1 2026.
  • Soltis Investment Advisors bought 120 Enterprise Products Partners shares in Q1 2026, an estimated $4.25K.
  • Enterprise Products Partners made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #330 holding.
  • Soltis Investment Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 3 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.