SW
EPD icon

SteelPeak Wealth’s Enterprise Products Partners EPD Stock Holding History

SteelPeak Wealth’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
-38,863
Closed -$1.22M – 570
2025
Q3 		$1.22M Sell
38,863
-1,758
-4% -$55.5K 0.04% 265
2025
Q2 		$1.26M Buy
40,621
+4,938
+14% +$154K 0.05% 245
2025
Q1 		$1.22M Buy
35,683
+569
+2% +$18.9K 0.05% 226
2024
Q4 		$1.1M Buy
35,114
+1,714
+5% +$52.7K 0.04% 232
2024
Q3 		$972K Sell
33,400
-500
-1% -$14.6K 0.04% 236
2024
Q2 		$982K Sell
33,900
-75
-0.2% -$2.15K 0.05% 231
2024
Q1 		$991K Buy
+33,975
New +$933K 0.05% 219
2023
Q3 		– Sell
-203,668
Closed -$5.37M – 470
2023
Q2 		$5.37M Buy
+203,668
New +$5.32M 0.32% 65

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

SteelPeak Wealth's EPD Position: Q4 2025 in Review

SteelPeak Wealth sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 38,863 shares — an estimated $1.22M sold.

SteelPeak Wealth first reported a position in EPD in Q2 2023 and held it in 8 quarters. The position peaked at $5.37M in Q2 2023. 1,486 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

  • SteelPeak Wealth reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 38,863 Enterprise Products Partners shares in Q4 2025, an estimated $1.22M.
  • SteelPeak Wealth first reported a position in Enterprise Products Partners in Q2 2023 and held it in 8 quarters.
  • SteelPeak Wealth's Enterprise Products Partners position peaked at $5.37M in Q2 2023.
  • 1,486 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.