SFO
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Stokes Family Office’s Enterprise Products Partners EPD Stock Holding History

Stokes Family Office’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
Q1 		$1.14M Buy
30,085
+205
+0.7% +$7.26K 0.12% 123
2025
Q4 		$958K Sell
29,880
-2,080
-7% -$65.8K 0.09% 137
2025
Q3 		$999K Buy
31,960
+1,257
+4% +$39.7K 0.09% 128
2025
Q2 		$952K Buy
30,703
+8,463
+38% +$264K 0.1% 121
2025
Q1 		$759K Buy
22,240
+5,000
+29% +$167K 0.09% 132
2024
Q4 		$541K Buy
17,240
+1,650
+11% +$50.7K 0.06% 154
2024
Q3 		$454K Sell
15,590
-549
-3% -$16K 0.05% 162
2024
Q2 		$468K Buy
16,139
+399
+3% +$11.4K 0.05% 155
2024
Q1 		$459K Hold
15,740
– – 0.06% 153
2023
Q4 		$415K Sell
15,740
-1,000
-6% -$26.6K 0.06% 152
2023
Q3 		$458K Hold
16,740
– – 0.05% 194
2023
Q2 		$441K Hold
16,740
– – 0.05% 195
2023
Q1 		$434K Hold
16,740
– – 0.05% 182
2022
Q4 		$404K Hold
16,740
– – 0.05% 186
2022
Q3 		$398K Hold
16,740
– – 0.06% 179
2022
Q2 		$408K Hold
16,740
– – 0.06% 177
2022
Q1 		$432K Buy
16,740
+500
+3% +$12.1K 0.06% 173
2021
Q4 		$357K Buy
16,240
+300
+2% +$6.73K 0.04% 174
2021
Q3 		$345K Buy
15,940
+1,000
+7% +$22.7K 0.05% 172
2021
Q2 		$361K Buy
+14,940
New +$354K 0.05% 164

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Stokes Family Office's EPD Position: Q1 2026 in Review

Stokes Family Office increased its Enterprise Products Partners (EPD) stake by 0.69% in Q1 2026, buying an estimated $7.26K and bringing the position to 30,085 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #123.

Stokes Family Office first reported a position in EPD in Q2 2021 and has held it in 20 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Stokes Family Office held 30,085 shares of Enterprise Products Partners worth $1.14M as of Q1 2026.
  • Stokes Family Office bought 205 Enterprise Products Partners shares in Q1 2026, an estimated $7.26K.
  • Enterprise Products Partners made up 0.12% of Stokes Family Office's portfolio in Q1 2026, its #123 holding.
  • Stokes Family Office first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 20 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.