WCG Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

WCG Wealth 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	$4.16M	Sell	110,066 -20,384	-16%	-$721K	0.12%	174
2025 Q4	$4.18M	Buy	130,450 +27,743	+27%	+$877K	0.12%	169
2025 Q3	$3.21M	Sell	102,707 -11,974	-10%	-$378K	0.2%	109
2025 Q2	$3.56M	Buy	114,681 +47,513	+71%	+$1.48M	0.23%	109
2025 Q1	$2.29M	Buy	67,168 +33,562	+100%	+$1.12M	0.17%	133
2024 Q4	$1.05M	Buy	33,606 +1,139	+4%	+$35K	0.07%	208
2024 Q3	$945K	Sell	32,467 -74	-0.2%	-$2.16K	0.06%	227
2024 Q2	$943K	Buy	32,541 +4,751	+17%	+$136K	0.07%	198
2024 Q1	$811K	Sell	27,790 -5,615	-17%	-$154K	0.07%	198
2023 Q4	$880K	Buy	33,405 +262	+0.8%	+$6.98K	0.06%	210
2023 Q3	$907K	Buy	+33,143	New	+$887K	0.07%	206

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

WCG Wealth Advisors's EPD Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 16% in Q1 2026, selling an estimated $721K and leaving 110,066 shares worth $4.16M. The position accounts for 0.12% of the portfolio, ranked #174.

WCG Wealth Advisors first reported a position in EPD in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

WCG Wealth Advisors held 110,066 shares of Enterprise Products Partners worth $4.16M as of Q1 2026.
WCG Wealth Advisors sold 20,384 Enterprise Products Partners shares in Q1 2026, an estimated $721K.
Enterprise Products Partners made up 0.12% of WCG Wealth Advisors's portfolio in Q1 2026, its #174 holding.
WCG Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's Enterprise Products Partners position peaked at $4.18M in Q4 2025.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.