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Sun Financial’s Enterprise Products Partners EPD Stock Holding History

Sun Financial’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 		$370K Sell
9,443
-364
-4% -$12.9K 0.19% 108
2025
Q4 		$314K Buy
+9,807
New +$310K 0.18% 124

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 $6.36B AUM 17.8% 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

Sun Financial's EPD Position: Q1 2026 in Review

Sun Financial reduced its Enterprise Products Partners (EPD) stake by 3.7% in Q1 2026, selling an estimated $12.9K and leaving 9,443 shares worth $370K. The position accounts for 0.19% of the portfolio, ranked #108.

Sun Financial first reported a position in EPD in Q4 2025 and has held it in 2 quarters since. 1,611 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Sun Financial held 9,443 shares of Enterprise Products Partners worth $370K as of Q1 2026.
  • Sun Financial sold 364 Enterprise Products Partners shares in Q1 2026, an estimated $12.9K.
  • Enterprise Products Partners made up 0.19% of Sun Financial's portfolio in Q1 2026, its #108 holding.
  • Sun Financial first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 2 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.