SFG
EPD icon

Sovereign Financial Group’s Enterprise Products Partners EPD Stock Holding History

Sovereign Financial 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
2026
Q2 		$991K Buy
26,950
+10,525
+64% +$397K 0.15% 124
2026
Q1 		$622K Buy
16,425
+58
+0.4% +$2.05K 0.11% 173
2025
Q4 		$525K Buy
16,367
+800
+5% +$25.3K 0.09% 187
2025
Q3 		$487K Buy
15,567
+600
+4% +$18.9K 0.09% 193
2025
Q2 		$464K Hold
14,967
– – 0.1% 182
2025
Q1 		$511K Buy
14,967
+500
+3% +$16.7K 0.12% 157
2024
Q4 		$454K Buy
14,467
+3,800
+36% +$117K 0.1% 177
2024
Q3 		$311K Hold
10,667
– – 0.07% 220
2024
Q2 		$309K Sell
10,667
-319
-3% -$9.15K 0.08% 213
2024
Q1 		$321K Buy
10,986
+1,442
+15% +$39.6K 0.09% 207
2023
Q4 		$251K Buy
9,544
+713
+8% +$19K 0.08% 209
2023
Q3 		$242K Buy
+8,831
New +$236K 0.09% 195

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Sovereign Financial Group's EPD Position: Q2 2026 in Review

Sovereign Financial Group increased its Enterprise Products Partners (EPD) stake by 64% in Q2 2026, buying an estimated $397K and bringing the position to 26,950 shares worth $991K. The position accounts for 0.15% of the portfolio, ranked #124.

Sovereign Financial Group first reported a position in EPD in Q3 2023 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sovereign Financial Group held 26,950 shares of Enterprise Products Partners worth $991K as of Q2 2026.
  • Sovereign Financial Group bought 10,525 Enterprise Products Partners shares in Q2 2026, an estimated $397K.
  • Enterprise Products Partners made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #124 holding.
  • Sovereign Financial Group first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 12 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.