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Stratos Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Stratos Wealth Partners’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 		$5.39M Buy
142,565
+2,042
+1% +$72.3K 0.06% 318
2025
Q4 		$4.51M Buy
140,523
+2,198
+2% +$69.5K 0.05% 350
2025
Q3 		$4.33M Sell
138,325
-573
-0.4% -$18.1K 0.05% 350
2025
Q2 		$4.31M Buy
138,898
+6,552
+5% +$204K 0.06% 319
2025
Q1 		$4.52M Sell
132,346
-70,801
-35% -$2.36M 0.07% 279
2024
Q4 		$6.37M Buy
203,147
+30,528
+18% +$938K 0.09% 222
2024
Q3 		$5.02M Buy
172,619
+44,091
+34% +$1.29M 0.07% 271
2024
Q2 		$3.72M Buy
128,528
+4,137
+3% +$119K 0.06% 312
2024
Q1 		$3.63M Sell
124,391
-1,427
-1% -$39.2K 0.06% 306
2023
Q4 		$3.32M Buy
125,818
+6,414
+5% +$171K 0.06% 302
2023
Q3 		$3.27M Sell
119,404
-3,146
-3% -$84.1K 0.07% 275
2023
Q2 		$3.23M Buy
122,550
+1,359
+1% +$35.5K 0.07% 269
2023
Q1 		$3.14M Sell
121,191
-7,180
-6% -$184K 0.08% 235
2022
Q4 		$3.1M Buy
128,371
+7,365
+6% +$181K 0.08% 252
2022
Q3 		$2.88M Sell
121,006
-24,694
-17% -$637K 0.08% 242
2022
Q2 		$3.55M Buy
145,700
+4,160
+3% +$109K 0.09% 216
2022
Q1 		$3.65M Sell
141,540
-5,231
-4% -$127K 0.08% 232
2021
Q4 		$3.22M Sell
146,771
-10,146
-6% -$228K 0.07% 259
2021
Q3 		$3.4M Sell
156,917
-893
-0.6% -$20.3K 0.09% 232
2021
Q2 		$3.81M Buy
157,810
+26,342
+20% +$624K 0.09% 219
2021
Q1 		$2.9M Sell
131,468
-6,255
-5% -$138K 0.08% 235
2020
Q4 		$2.7M Buy
137,723
+2,419
+2% +$45K 0.08% 234
2020
Q3 		$2.14M Buy
135,304
+8,504
+7% +$149K 0.07% 252
2020
Q2 		$2.3M Buy
126,800
+6,037
+5% +$108K 0.08% 236
2020
Q1 		$1.73M Buy
120,763
+7,824
+7% +$182K 0.08% 233
2019
Q4 		$3.18M Buy
112,939
+15,927
+16% +$432K 0.12% 179
2019
Q3 		$2.77M Buy
97,012
+112
+0.1% +$3.26K 0.12% 185
2019
Q2 		$2.8M Buy
96,900
+2,080
+2% +$59.9K 0.12% 180
2019
Q1 		$2.76M Buy
94,820
+2,073
+2% +$57.9K 0.12% 181
2018
Q4 		$2.28M Sell
92,747
-116
-0.1% -$3.1K 0.12% 186
2018
Q3 		$2.67M Sell
92,863
-1,048
-1% -$30.3K 0.12% 181
2018
Q2 		$2.6M Sell
93,911
-549
-0.6% -$15K 0.12% 194
2018
Q1 		$2.31M Sell
94,460
-741
-0.8% -$19.7K 0.1% 218
2017
Q4 		$2.52M Sell
95,201
-4,037
-4% -$102K 0.11% 196
2017
Q3 		$2.59M Sell
99,238
-1,181
-1% -$31.2K 0.12% 176
2017
Q2 		$2.72M Buy
100,419
+3,594
+4% +$97.4K 0.14% 149
2017
Q1 		$2.67M Buy
96,825
+7,171
+8% +$200K 0.15% 138
2016
Q4 		$2.42M Buy
89,654
+4,018
+5% +$105K 0.15% 139
2016
Q3 		$2.37M Buy
85,636
+7,213
+9% +$199K 0.16% 129
2016
Q2 		$2.29M Buy
78,423
+1,383
+2% +$37.1K 0.17% 117
2016
Q1 		$1.9M Buy
77,040
+3,385
+5% +$78.8K 0.16% 116
2015
Q4 		$1.88M Buy
73,655
+3,736
+5% +$97.1K 0.16% 116
2015
Q3 		$1.74M Buy
+69,919
New +$1.94M 0.22% 92
2015
Q2 		– Sell
-82,963
Closed -$2.74M – 550
2015
Q1 		$2.74M Buy
82,963
+1,628
+2% +$54.5K 0.33% 61
2014
Q4 		$2.94M Buy
81,335
+75,413
+1,273% +$2.79M 0.53% 47
2014
Q3 		$239K Buy
5,922
+450
+8% +$17.7K 0.06% 256
2014
Q2 		$214K Buy
+5,472
New +$202K 0.07% 274

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

Stratos Wealth Partners's EPD Position: Q1 2026 in Review

Stratos Wealth Partners increased its Enterprise Products Partners (EPD) stake by 1.5% in Q1 2026, buying an estimated $72.3K and bringing the position to 142,565 shares worth $5.39M. The position accounts for 0.06% of the portfolio, ranked #318.

Stratos Wealth Partners first reported a position in EPD in Q2 2014 and has held it in 47 quarters since. The position peaked at $6.37M in Q4 2024. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Stratos Wealth Partners held 142,565 shares of Enterprise Products Partners worth $5.39M as of Q1 2026.
  • Stratos Wealth Partners bought 2,042 Enterprise Products Partners shares in Q1 2026, an estimated $72.3K.
  • Enterprise Products Partners made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #318 holding.
  • Stratos Wealth Partners first reported a position in Enterprise Products Partners in Q2 2014 and has held it in 47 quarters since.
  • Stratos Wealth Partners's Enterprise Products Partners position peaked at $6.37M in Q4 2024.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.