Windsor Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Windsor Advisory 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	$1.58M	Sell	41,814 -5,445	-12%	-$193K	1.32%	17
2025 Q4	$1.52M	Sell	47,259 -4,414	-9%	-$140K	1.35%	11
2025 Q3	$1.62M	Hold	51,673	–	–	1.43%	13
2025 Q2	$1.6M	Hold	51,673	–	–	2.27%	8
2025 Q1	$1.76M	Sell	51,673 -1,346	-3%	-$44.8K	2.28%	8
2024 Q4	$1.66M	Buy	53,019 +1,346	+3%	+$41.3K	1.93%	9
2024 Q3	$1.5M	Sell	51,673 -51,540	-50%	-$1.51M	1.7%	13
2024 Q2	$2.99M	Hold	103,213	–	–	6%	5
2024 Q1	$3.01M	Hold	103,213	–	–	8.48%	3
2023 Q4	$2.72M	Hold	103,213	–	–	8.09%	2
2023 Q3	$2.82M	Hold	103,213	–	–	6.72%	3
2023 Q2	$2.72M	Hold	103,213	–	–	6.72%	3
2023 Q1	$2.67M	Hold	103,213	–	–	6.4%	3
2022 Q4	$2.49M	Buy	+103,213	New	+$2.54M	6.6%	3

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

Windsor Advisory Group's EPD Position: Q1 2026 in Review

Windsor Advisory Group reduced its Enterprise Products Partners (EPD) stake by 12% in Q1 2026, selling an estimated $193K and leaving 41,814 shares worth $1.58M. The position accounts for 1.32% of the portfolio, ranked #17.

Windsor Advisory Group first reported a position in EPD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.01M in Q1 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Windsor Advisory Group held 41,814 shares of Enterprise Products Partners worth $1.58M as of Q1 2026.
Windsor Advisory Group sold 5,445 Enterprise Products Partners shares in Q1 2026, an estimated $193K.
Enterprise Products Partners made up 1.32% of Windsor Advisory Group's portfolio in Q1 2026, its #17 holding.
Windsor Advisory Group first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's Enterprise Products Partners position peaked at $3.01M in Q1 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.