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Spectrum Wealth Counsel’s Enterprise Products Partners EPD Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$20.5K Hold
600
– – ﹤0.01% 203
2024
Q4 		$18.8K Hold
600
– – ﹤0.01% 205
2024
Q3 		$17.5K Buy
600
+400
+200% +$11.7K ﹤0.01% 222
2024
Q2 		$5.8K Hold
200
– – ﹤0.01% 310
2024
Q1 		$5.84K Hold
200
– – ﹤0.01% 313
2023
Q4 		$5.27K Buy
+200
New +$5.33K ﹤0.01% 290

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Spectrum Wealth Counsel's EPD Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Enterprise Products Partners (EPD) position steady in Q1 2025 at 600 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Spectrum Wealth Counsel first reported a position in EPD in Q4 2023 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Spectrum Wealth Counsel held 600 shares of Enterprise Products Partners worth $20.5K as of Q1 2025.
  • Spectrum Wealth Counsel left its Enterprise Products Partners share count unchanged in Q1 2025.
  • Enterprise Products Partners made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #203 holding.
  • Spectrum Wealth Counsel first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 6 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.