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Sunbelt Securities’s Enterprise Products Partners EPD Stock Holding History

Sunbelt Securities’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 		$8.4M Sell
221,971
-5,356
-2% -$190K 0.53% 36
2025
Q4 		$7.29M Buy
227,327
+1,371
+0.6% +$43.4K 0.49% 40
2025
Q3 		$7.07M Buy
225,956
+13,008
+6% +$410K 0.49% 38
2025
Q2 		$6.68M Sell
212,948
-7,083
-3% -$221K 0.59% 32
2025
Q1 		$7.51M Buy
220,031
+7,083
+3% +$236K 0.67% 25
2024
Q4 		$6.64M Sell
212,948
-31,419
-13% -$965K 0.59% 32
2024
Q3 		$7.11M Buy
244,367
+39,166
+19% +$1.14M 0.7% 29
2024
Q2 		$5.95M Buy
205,201
+3,518
+2% +$101K 0.61% 36
2024
Q1 		$5.89M Buy
201,683
+48,301
+31% +$1.33M 0.66% 30
2023
Q4 		$4.04M Sell
153,382
-2,908
-2% -$77.5K 0.51% 42
2023
Q3 		$4.28M Buy
156,290
+253
+0.2% +$6.77K 0.59% 33
2023
Q2 		$4.11M Buy
156,037
+16,089
+11% +$421K 0.59% 32
2023
Q1 		$3.6M Buy
139,948
+11,492
+9% +$295K 0.58% 35
2022
Q4 		$3.1M Buy
128,456
+57,244
+80% +$1.41M 0.61% 39
2022
Q3 		$1.69M Buy
71,212
+17,594
+33% +$454K 0.36% 71
2022
Q2 		$1.31M Buy
53,618
+7,272
+16% +$191K 0.28% 98
2022
Q1 		$1.21M Sell
46,346
-45,053
-49% -$1.09M 0.22% 119
2021
Q4 		$2.2M Buy
91,399
+8,456
+10% +$190K 0.36% 69
2021
Q3 		$1.98M Hold
82,943
– – 0.36% 73
2021
Q2 		$1.98M Buy
82,943
+2,163
+3% +$51.2K 0.36% 73
2021
Q1 		$1.78M Buy
80,780
+986
+1% +$21.7K 0.35% 73
2020
Q4 		$1.56M Buy
79,794
+39,103
+96% +$728K 0.32% 73
2020
Q3 		$643K Buy
40,691
+27,212
+202% +$477K 0.18% 149
2020
Q2 		$566K Sell
13,479
-14,794
-52% -$265K 0.19% 136
2020
Q1 		$404K Sell
28,273
-365,674
-93% -$8.49M 0.02% 262
2019
Q4 		$11.1M Sell
393,947
-7,507
-2% -$203K 1.17% 13
2019
Q3 		$11.5M Buy
401,454
+374,464
+1,387% +$10.9M 1.29% 11
2019
Q2 		$779K Sell
26,990
-1,073
-4% -$30.9K 0.34% 86
2019
Q1 		$817K Sell
28,063
-424
-1% -$11.8K 0.41% 69
2018
Q4 		$701K Buy
28,487
+4,347
+18% +$116K 0.41% 72
2018
Q3 		$694K Buy
24,140
+4,161
+21% +$120K 0.37% 70
2018
Q2 		$553K Buy
19,979
+7,075
+55% +$193K 0.33% 84
2018
Q1 		$316K Sell
12,904
-936
-7% -$24.9K 0.29% 124
2017
Q4 		$367K Buy
13,840
+2,281
+20% +$57.8K 0.36% 99
2017
Q3 		$301K Buy
+11,559
New +$306K 0.32% 112
2017
Q2 		– Sell
-8,124
Closed -$224K – 84
2017
Q1 		$224K Buy
8,124
+40
+0.5% +$1.12K 0.34% 80
2016
Q4 		$219K Buy
+8,084
New +$211K 0.33% 79

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Sunbelt Securities's EPD Position: Q1 2026 in Review

Sunbelt Securities reduced its Enterprise Products Partners (EPD) stake by 2.4% in Q1 2026, selling an estimated $190K and leaving 221,971 shares worth $8.4M. The position accounts for 0.53% of the portfolio, ranked #36.

Sunbelt Securities first reported a position in EPD in Q4 2016 and has held it in 37 quarters since. The position peaked at $11.5M in Q3 2019. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Sunbelt Securities held 221,971 shares of Enterprise Products Partners worth $8.4M as of Q1 2026.
  • Sunbelt Securities sold 5,356 Enterprise Products Partners shares in Q1 2026, an estimated $190K.
  • Enterprise Products Partners made up 0.53% of Sunbelt Securities's portfolio in Q1 2026, its #36 holding.
  • Sunbelt Securities first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 37 quarters since.
  • Sunbelt Securities's Enterprise Products Partners position peaked at $11.5M in Q3 2019.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.