Stonegate Investment Group’s Enterprise Products Partners EPD Stock Holding History

Stonegate Investment Group’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 Q3	$395K	Sell	12,645 -662	-5%	-$20.9K	0.01%	282
2025 Q2	$413K	Buy	13,307 +36	+0.3%	+$1.12K	0.01%	263
2025 Q1	$453K	Buy	13,271 +735	+6%	+$24.5K	0.01%	229
2024 Q4	$393K	Buy	12,536 +55	+0.4%	+$1.69K	0.01%	241
2024 Q3	$363K	Buy	12,481 +1,058	+9%	+$30.9K	0.01%	265
2024 Q2	$331K	Buy	11,423 +1,201	+12%	+$34.4K	0.01%	261
2024 Q1	$298K	Buy	10,222 +38	+0.4%	+$1.04K	0.01%	261
2023 Q4	$268K	Buy	10,184 +37	+0.4%	+$986	0.01%	263
2023 Q3	$278K	Buy	10,147 +36	+0.4%	+$963	0.01%	251
2023 Q2	$266K	Buy	10,111 +469	+5%	+$12.3K	0.01%	268
2023 Q1	$250K	Sell	9,642 -870	-8%	-$22.3K	0.01%	272
2022 Q4	$254K	Sell	10,512 -423	-4%	-$10.4K	0.01%	261
2022 Q3	$260K	Buy	10,935 +118	+1%	+$3.04K	0.01%	241
2022 Q2	$264K	Buy	+10,817	New	+$285K	0.01%	246

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Stonegate Investment Group's EPD Position: Q3 2025 in Review

Stonegate Investment Group reduced its Enterprise Products Partners (EPD) stake by 5% in Q3 2025, selling an estimated $20.9K and leaving 12,645 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #282.

Stonegate Investment Group first reported a position in EPD in Q2 2022 and has held it in 14 quarters since. The position peaked at $453K in Q1 2025. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Stonegate Investment Group held 12,645 shares of Enterprise Products Partners worth $395K as of Q3 2025.
Stonegate Investment Group sold 662 Enterprise Products Partners shares in Q3 2025, an estimated $20.9K.
Enterprise Products Partners made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #282 holding.
Stonegate Investment Group first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 14 quarters since.
Stonegate Investment Group's Enterprise Products Partners position peaked at $453K in Q1 2025.
1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.