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Swan Capital’s Enterprise Products Partners EPD Stock Holding History

Swan Capital’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 		$22.9K Buy
606
+439
+263% +$15.5K 0.01% 115
2025
Q4 		$5.34K Sell
167
-47
-22% -$1.49K ﹤0.01% 228
2025
Q3 		$6.69K Buy
214
+53
+33% +$1.67K ﹤0.01% 192
2025
Q2 		$5K Buy
161
+2
+1% +$62 ﹤0.01% 239
2025
Q1 		$5.41K Buy
159
+3
+2% +$100 ﹤0.01% 185
2024
Q4 		$4.89K Buy
156
+3
+2% +$92 ﹤0.01% 173
2024
Q3 		$4.47K Buy
+153
New +$4.47K ﹤0.01% 185

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

Swan Capital's EPD Position: Q1 2026 in Review

Swan Capital increased its Enterprise Products Partners (EPD) stake by 263% in Q1 2026, buying an estimated $15.5K and bringing the position to 606 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #115.

Swan Capital first reported a position in EPD in Q3 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Swan Capital held 606 shares of Enterprise Products Partners worth $22.9K as of Q1 2026.
  • Swan Capital bought 439 Enterprise Products Partners shares in Q1 2026, an estimated $15.5K.
  • Enterprise Products Partners made up 0.01% of Swan Capital's portfolio in Q1 2026, its #115 holding.
  • Swan Capital first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 7 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.