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Turning Point Benefit Group’s Enterprise Products Partners EPD Stock Holding History

Turning Point Benefit Group’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 		– Sell
-516
Closed -$16.6K – 321
2025
Q4 		$16.6K Sell
516
-212
-29% -$6.7K 0.01% 210
2025
Q3 		$22.7K Buy
+728
New +$23K 0.01% 179

Other funds holding EPD

AA
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Turning Point Benefit Group's EPD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 516 shares — an estimated $16.6K sold.

Turning Point Benefit Group first reported a position in EPD in Q3 2025 and held it in 2 quarters. The position peaked at $22.7K in Q3 2025. 1,615 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 516 Enterprise Products Partners shares in Q1 2026, an estimated $16.6K.
  • Turning Point Benefit Group first reported a position in Enterprise Products Partners in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Enterprise Products Partners position peaked at $22.7K in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.