EPD ENTERPRISE PRODS PARTNERS L

Ownership history in Windsor Advisory Group, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Windsor Advisory Group, LLC reported a position in ENTERPRISE PRODS PARTNERS L (EPD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.48% (2024 Q1)
Avg. % of fund
4.47%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,259 -4,414 -8.5% 1.35% $1.5M $31.54
2025 Q3 UNCHANGED 51,673 0% 1.43% $1.6M $30.23
2025 Q2 UNCHANGED 51,673 0% 2.27% $1.6M $29.46
2025 Q1 REDUCED 51,673 -1,346 -2.5% 2.28% $1.8M $31.87
2024 Q4 ADDED 53,019 +1,346 +2.6% 1.93% $1.7M $28.82
2024 Q3 REDUCED 51,673 -51,540 -49.9% 1.70% $1.5M $26.27
2024 Q2 UNCHANGED 103,213 0% 6.00% $3.0M $25.69
2024 Q1 UNCHANGED 103,213 0% 8.48% $3.0M $25.41
2023 Q4 UNCHANGED 103,213 0% 8.09% $2.7M $22.51
2023 Q3 UNCHANGED 103,213 0% 6.72% $2.8M $22.95
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EPD price (monthly, adj. close)
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