ZI
EPD icon

ZEGA Investments’s Enterprise Products Partners EPD Stock Holding History

ZEGA Investments’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 		$594K Hold
15,700
– – 0.07% 166
2025
Q4 		$503K Hold
15,700
– – 0.06% 128
2025
Q3 		$491K Buy
+15,700
New +$495K 0.07% 115

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

ZEGA Investments's EPD Position: Q1 2026 in Review

ZEGA Investments increased its Enterprise Products Partners (EPD) stake by 0.95% in Q1 2026, buying an estimated $8.53K and bringing the position to 25,733 shares worth $974K. The position accounts for 0.11% of the portfolio, ranked #112.

ZEGA Investments first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • ZEGA Investments held 25,733 shares of Enterprise Products Partners worth $974K as of Q1 2026.
  • ZEGA Investments bought 241 Enterprise Products Partners shares in Q1 2026, an estimated $8.53K.
  • Enterprise Products Partners made up 0.11% of ZEGA Investments's portfolio in Q1 2026, its #112 holding.
  • ZEGA Investments first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.