Souders Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Souders Financial 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
2025 Q4	–	Sell	-9,247	Closed	-$289K	–	213
2025 Q3	$289K	Buy	9,247 +71	+0.8%	+$2.24K	0.03%	175
2025 Q2	$285K	Buy	9,176 +69	+0.8%	+$2.15K	0.04%	169
2025 Q1	$311K	Buy	9,107 +64	+0.7%	+$2.13K	0.04%	153
2024 Q4	$284K	Buy	9,043 +68	+0.8%	+$2.09K	0.04%	154
2024 Q3	$261K	Buy	8,975 +71	+0.8%	+$2.07K	0.04%	152
2024 Q2	$258K	Buy	8,904 +68	+0.8%	+$1.95K	0.04%	148
2024 Q1	$258K	Buy	8,836 +71	+0.8%	+$1.95K	0.04%	149
2023 Q4	$231K	Buy	8,765 +70	+0.8%	+$1.86K	0.04%	150
2023 Q3	$238K	Buy	+8,695	New	+$233K	0.05%	147

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Souders Financial Advisors's EPD Position: Q4 2025 in Review

Souders Financial Advisors sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 9,247 shares — an estimated $289K sold.

Souders Financial Advisors first reported a position in EPD in Q3 2023 and held it in 9 quarters. The position peaked at $311K in Q1 2025. 1,486 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Souders Financial Advisors reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
Souders Financial Advisors sold 9,247 Enterprise Products Partners shares in Q4 2025, an estimated $289K.
Souders Financial Advisors first reported a position in Enterprise Products Partners in Q3 2023 and held it in 9 quarters.
Souders Financial Advisors's Enterprise Products Partners position peaked at $311K in Q1 2025.
1,486 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Souders Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.