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Sonora Investment Management Group’s Enterprise Products Partners EPD Stock Holding History

Sonora Investment Management Group’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
Q3 		$1.95M Buy
62,332
+514
+0.8% +$16.2K 0.14% 101
2025
Q2 		$1.92M Sell
61,818
-11,549
-16% -$360K 0.14% 104
2025
Q1 		$2.5M Buy
73,367
+6,813
+10% +$227K 0.2% 93
2024
Q4 		$2.09M Buy
66,554
+7,550
+13% +$232K 0.16% 102
2024
Q3 		$1.72M Buy
59,004
+4,141
+8% +$121K 0.13% 113
2024
Q2 		$1.6M Hold
54,863
– – 0.13% 121
2024
Q1 		$1.6M Buy
54,863
+3,409
+7% +$93.6K 0.13% 121
2023
Q4 		$1.36M Buy
51,454
+2,331
+5% +$62.1K 0.11% 119
2023
Q3 		$1.34M Buy
49,123
+827
+2% +$22.1K 0.12% 127
2023
Q2 		$1.27M Buy
48,296
+1,350
+3% +$35.3K 0.11% 124
2023
Q1 		$1.22M Buy
46,946
+2,375
+5% +$61K 0.11% 124
2022
Q4 		$1.08M Buy
44,571
+12,816
+40% +$315K 0.1% 132
2022
Q3 		$774K Hold
31,755
– – 0.1% 113
2022
Q2 		$774K Sell
31,755
-1,350
-4% -$35.5K 0.07% 144
2022
Q1 		$855K Buy
33,105
+4,900
+17% +$119K 0.1% 116
2021
Q4 		$619K Buy
+28,205
New +$633K 0.07% 123

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Sonora Investment Management Group's EPD Position: Q3 2025 in Review

Sonora Investment Management Group increased its Enterprise Products Partners (EPD) stake by 0.83% in Q3 2025, buying an estimated $16.2K and bringing the position to 62,332 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #101.

Sonora Investment Management Group first reported a position in EPD in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.5M in Q1 2025. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Sonora Investment Management Group held 62,332 shares of Enterprise Products Partners worth $1.95M as of Q3 2025.
  • Sonora Investment Management Group bought 514 Enterprise Products Partners shares in Q3 2025, an estimated $16.2K.
  • Enterprise Products Partners made up 0.14% of Sonora Investment Management Group's portfolio in Q3 2025, its #101 holding.
  • Sonora Investment Management Group first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Enterprise Products Partners position peaked at $2.5M in Q1 2025.
  • 1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.