Summit Financial Strategies’s Enterprise Products Partners EPD Stock Holding History

Summit Financial Strategies’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 Q1	–	Sell	-7,178	Closed	-$225K	–	152
2024 Q4	$225K	Hold	7,178	–	–	0.02%	130
2024 Q3	$209K	Hold	7,178	–	–	0.02%	138
2024 Q2	$208K	Hold	7,178	–	–	0.03%	137
2024 Q1	$209K	Buy	+7,178	New	+$197K	0.03%	137

Other funds holding EPD

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

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

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

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

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

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

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

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

TCA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Summit Financial Strategies's EPD Position: Q1 2025 in Review

Summit Financial Strategies sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 7,178 shares — an estimated $225K sold.

Summit Financial Strategies first reported a position in EPD in Q1 2024 and held it in 4 quarters. The position peaked at $225K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Summit Financial Strategies reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Summit Financial Strategies sold 7,178 Enterprise Products Partners shares in Q1 2025, an estimated $225K.
Summit Financial Strategies first reported a position in Enterprise Products Partners in Q1 2024 and held it in 4 quarters.
Summit Financial Strategies's Enterprise Products Partners position peaked at $225K in Q4 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Summit Financial Strategies's 13F filing for Q1 2025, filed 12 May 2025.