TCA
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Transcend Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Transcend Capital Advisors’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 		$808K Sell
21,342
-1,228
-5% -$43.5K 0.06% 277
2025
Q4 		$724K Sell
22,570
-4,019
-15% -$127K 0.06% 296
2025
Q3 		$831K Sell
26,589
-417
-2% -$13.2K 0.06% 282
2025
Q2 		$837K Buy
27,006
+206
+0.8% +$6.42K 0.06% 257
2025
Q1 		$915K Buy
26,800
+2,827
+12% +$94.2K 0.07% 266
2024
Q4 		$752K Sell
23,973
-9,853
-29% -$303K 0.05% 282
2024
Q3 		$985K Buy
33,826
+45
+0.1% +$1.31K 0.07% 265
2024
Q2 		$979K Buy
33,781
+7,028
+26% +$202K 0.07% 253
2024
Q1 		$781K Sell
26,753
-734
-3% -$20.2K 0.06% 267
2023
Q4 		$724K Buy
27,487
+2,366
+9% +$63K 0.06% 259
2023
Q3 		$688K Buy
25,121
+316
+1% +$8.45K 0.07% 248
2023
Q2 		$654K Sell
24,805
-1,027
-4% -$26.8K 0.06% 260
2023
Q1 		$669K Buy
25,832
+3,478
+16% +$89.3K 0.07% 251
2022
Q4 		$539K Buy
22,354
+650
+3% +$16K 0.06% 275
2022
Q3 		$516K Hold
21,704
– – 0.06% 279
2022
Q2 		$529K Sell
21,704
-3,680
-14% -$96.8K 0.06% 291
2022
Q1 		$655K Buy
25,384
+296
+1% +$7.19K 0.06% 281
2021
Q4 		$551K Sell
25,088
-900
-3% -$20.2K 0.05% 286
2021
Q3 		$630K Buy
+25,988
New +$590K 0.06% 262
2021
Q2 		– Sell
-24,488
Closed -$539K – 344
2021
Q1 		$539K Buy
24,488
+1,956
+9% +$43K 0.06% 239
2020
Q4 		$441K Buy
+22,532
New +$420K 0.06% 244
2020
Q3 		– Sell
-30,697
Closed -$558K – 270
2020
Q2 		$558K Buy
+30,697
New +$549K 0.18% 91

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

Transcend Capital Advisors's EPD Position: Q1 2026 in Review

Transcend Capital Advisors reduced its Enterprise Products Partners (EPD) stake by 5.4% in Q1 2026, selling an estimated $43.5K and leaving 21,342 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #277.

Transcend Capital Advisors first reported a position in EPD in Q2 2020 and has held it in 22 quarters since. The position peaked at $985K in Q3 2024. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Transcend Capital Advisors held 21,342 shares of Enterprise Products Partners worth $808K as of Q1 2026.
  • Transcend Capital Advisors sold 1,228 Enterprise Products Partners shares in Q1 2026, an estimated $43.5K.
  • Enterprise Products Partners made up 0.06% of Transcend Capital Advisors's portfolio in Q1 2026, its #277 holding.
  • Transcend Capital Advisors first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 22 quarters since.
  • Transcend Capital Advisors's Enterprise Products Partners position peaked at $985K in Q3 2024.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.