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Steward Partners Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Steward Partners Investment Advisory’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 		$11.2M Buy
305,908
+2,879
+1% +$109K 0.06% 314
2026
Q1 		$11.5M Buy
303,029
+19,123
+7% +$677K 0.06% 298
2025
Q4 		$9.1M Buy
283,906
+29,911
+12% +$946K 0.05% 318
2025
Q3 		$7.94M Sell
253,995
-92,527
-27% -$2.92M 0.05% 351
2025
Q2 		$10.7M Buy
346,522
+14,503
+4% +$452K 0.08% 233
2025
Q1 		$11.3M Buy
332,019
+21,887
+7% +$729K 0.1% 203
2024
Q4 		$9.73M Buy
310,132
+21,192
+7% +$651K 0.09% 224
2024
Q3 		$8.41M Buy
288,940
+35,540
+14% +$1.04M 0.08% 254
2024
Q2 		$7.34M Buy
253,400
+11,793
+5% +$338K 0.08% 254
2024
Q1 		$7.05M Buy
241,607
+26,614
+12% +$731K 0.08% 263
2023
Q4 		$5.67M Sell
214,993
-10,410
-5% -$277K 0.08% 260
2023
Q3 		$6.17M Buy
225,403
+2,910
+1% +$77.8K 0.09% 223
2023
Q2 		$5.86M Buy
222,493
+29,580
+15% +$773K 0.09% 237
2023
Q1 		$5M Buy
192,913
+23,039
+14% +$592K 0.08% 254
2022
Q4 		$4.1M Buy
169,874
+4,429
+3% +$109K 0.07% 287
2022
Q3 		$3.93M Buy
165,445
+12,760
+8% +$329K 0.07% 273
2022
Q2 		$3.72M Sell
152,685
-651
-0.4% -$17.1K 0.07% 293
2022
Q1 		$3.96M Buy
153,336
+4,126
+3% +$100K 0.06% 311
2021
Q4 		$3.28M Buy
149,210
+1,207
+0.8% +$27.1K 0.05% 353
2021
Q3 		$3.2M Buy
148,003
+2,357
+2% +$53.5K 0.06% 336
2021
Q2 		$3.51M Sell
145,646
-91,482
-39% -$2.17M 0.06% 317
2021
Q1 		$5.22M Buy
237,128
+97,656
+70% +$2.15M 0.09% 230
2020
Q4 		$2.73M Sell
139,472
-24,385
-15% -$454K 0.06% 312
2020
Q3 		$2.59M Sell
163,857
-1,556
-0.9% -$27.3K 0.07% 276
2020
Q2 		$3.01M Buy
165,413
+17,029
+11% +$305K 0.09% 232
2020
Q1 		$2.12M Buy
148,384
+2,008
+1% +$46.6K 0.08% 249
2019
Q4 		$4.12M Sell
146,376
-1,243
-0.8% -$33.7K 0.12% 180
2019
Q3 		$4.22M Buy
147,619
+6,801
+5% +$198K 0.14% 157
2019
Q2 		$4.07M Buy
140,818
+12,916
+10% +$372K 0.15% 148
2019
Q1 		$3.72M Sell
127,902
-4,589
-3% -$128K 0.16% 139
2018
Q4 		$3.26M Buy
132,491
+1,895
+1% +$50.7K 0.16% 149
2018
Q3 		$3.75M Buy
130,596
+3,965
+3% +$115K 0.18% 131
2018
Q2 		$3.5M Buy
126,631
+34,314
+37% +$938K 0.21% 111
2018
Q1 		$2.26M Buy
+92,317
New +$2.46M 0.15% 151

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

Steward Partners Investment Advisory's EPD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Enterprise Products Partners (EPD) stake by 0.95% in Q2 2026, buying an estimated $109K and bringing the position to 305,908 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #314.

Steward Partners Investment Advisory first reported a position in EPD in Q1 2018 and has held it in 34 quarters since. The position peaked at $11.5M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Steward Partners Investment Advisory held 305,908 shares of Enterprise Products Partners worth $11.2M as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,879 Enterprise Products Partners shares in Q2 2026, an estimated $109K.
  • Enterprise Products Partners made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #314 holding.
  • Steward Partners Investment Advisory first reported a position in Enterprise Products Partners in Q1 2018 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's Enterprise Products Partners position peaked at $11.5M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.