SFS
EPD icon

Sowell Financial Services’s Enterprise Products Partners EPD Stock Holding History

Sowell Financial Services’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 		$2.76M Sell
75,019
-2,580
-3% -$97.3K 0.09% 241
2026
Q1 		$2.94M Sell
77,599
-869
-1% -$30.8K 0.11% 203
2025
Q4 		$2.52M Sell
78,468
-647
-0.8% -$20.5K 0.09% 224
2025
Q3 		$2.47M Buy
79,115
+4,208
+6% +$133K 0.09% 236
2025
Q2 		$2.32M Sell
74,907
-108
-0.1% -$3.37K 0.09% 220
2025
Q1 		$2.56M Sell
75,015
-354
-0.5% -$11.8K 0.12% 182
2024
Q4 		$2.36M Buy
75,369
+10,064
+15% +$309K 0.12% 181
2024
Q3 		$1.9M Sell
65,305
-674
-1% -$19.7K 0.09% 245
2024
Q2 		$1.91M Buy
65,979
+604
+0.9% +$17.3K 0.09% 227
2024
Q1 		$1.91M Buy
65,375
+1,856
+3% +$51K 0.09% 241
2023
Q4 		$1.67M Buy
63,519
+11,583
+22% +$309K 0.09% 244
2023
Q3 		$1.42M Sell
51,936
-33,600
-39% -$899K 0.09% 250
2023
Q2 		$2.25M Buy
85,536
+3,261
+4% +$85.2K 0.13% 188
2023
Q1 		$2.13M Sell
82,275
-1,752
-2% -$45K 0.16% 145
2022
Q4 		$2.03M Buy
84,027
+2,597
+3% +$63.9K 0.13% 183
2022
Q3 		$1.94M Sell
81,430
-10,687
-12% -$276K 0.2% 143
2022
Q2 		$2.25M Buy
92,117
+54,673
+146% +$1.44M 0.21% 96
2022
Q1 		$965K Sell
37,444
-53,534
-59% -$1.3M 0.17% 94
2021
Q4 		$2M Sell
90,978
-4,742
-5% -$106K 0.11% 190
2021
Q3 		$2.07M Buy
95,720
+2,259
+2% +$51.3K 0.14% 172
2021
Q2 		$2.25M Sell
93,461
-14,125
-13% -$334K 0.15% 170
2021
Q1 		$2.5M Buy
107,586
+53,550
+99% +$1.18M 0.09% 207
2020
Q4 		$1.06M Sell
54,036
-603
-1% -$11.2K 0.05% 317
2020
Q3 		$863K Buy
54,639
+6,657
+14% +$117K 0.04% 332
2020
Q2 		$872K Buy
47,982
+5,641
+13% +$101K 0.05% 305
2020
Q1 		$606K Buy
42,341
+17,418
+70% +$405K 0.04% 346
2019
Q4 		$702K Buy
24,923
+105
+0.4% +$2.85K 0.05% 354
2019
Q3 		$709K Buy
+24,818
New +$723K 0.06% 321
2019
Q1 		$644K Buy
22,130
+4,399
+25% +$123K 0.07% 269
2018
Q4 		$436K Buy
17,731
+489
+3% +$13.1K 0.06% 300
2018
Q3 		$495K Sell
17,242
-759
-4% -$21.9K 0.07% 199
2018
Q2 		$528K Buy
18,001
+80
+0.4% +$2.19K 0.11% 167
2018
Q1 		$475K Buy
17,921
+644
+4% +$17.1K 0.12% 157
2017
Q4 		$489K Buy
17,277
+815
+5% +$20.6K 0.12% 161
2017
Q3 		$412K Buy
16,462
+3,755
+30% +$99.3K 0.11% 158
2017
Q2 		$332K Sell
12,707
-1,830
-13% -$49.6K 0.09% 180
2017
Q1 		$398K Buy
14,537
+643
+5% +$18K 0.12% 160
2016
Q4 		$402K Buy
+13,894
New +$362K 0.13% 132

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

Sowell Financial Services's EPD Position: Q2 2026 in Review

Sowell Financial Services reduced its Enterprise Products Partners (EPD) stake by 3.3% in Q2 2026, selling an estimated $97.3K and leaving 75,019 shares worth $2.76M. The position accounts for 0.09% of the portfolio, ranked #241.

Sowell Financial Services first reported a position in EPD in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.94M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sowell Financial Services held 75,019 shares of Enterprise Products Partners worth $2.76M as of Q2 2026.
  • Sowell Financial Services sold 2,580 Enterprise Products Partners shares in Q2 2026, an estimated $97.3K.
  • Enterprise Products Partners made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #241 holding.
  • Sowell Financial Services first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 38 quarters since.
  • Sowell Financial Services's Enterprise Products Partners position peaked at $2.94M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.