BALDWIN WEALTH PARTNERS LLC/MA
Position in PAA — Plains All American Pipeline LP
CIK 1021258
Marion, MA
Position in PAA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$476,564
+$31,997 QoQ
Shares Held
21,409
+7.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#211
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $18,040,298 across 10 Oil & Gas Midstream names. PAA ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
182,920 | $6,724,139 | |
| 2 | ET |
Energy Transfer LP
|
240,664 | $4,601,495 | |
| 3 | TRGP |
Targa Resources Corp.
|
10,135 | $2,717,598 | |
| 4 | OKE |
Oneok Inc /New/
|
11,446 | $995,115 | |
| 5 | TRP |
Tc Energy Corp
|
14,529 | $963,127 | |
| 6 | GLP |
Global Partners LP
|
17,000 | $792,030 | |
| 7 | PAA |
Plains All American Pipeline LP
This page
|
21,409 | $476,564 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
8,798 | $281,272 |
All Filings in PAA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,564 | 21,409 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $444,567 | 19,909 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $384,505 | 21,409 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $365,237 | 21,409 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $483,812 | 26,409 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $528,180 | 26,409 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $451,065 | 26,409 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $463,066 | 26,659 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $476,129 | 26,659 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $468,132 | 26,659 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $403,883 | 26,659 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $408,415 | 26,659 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $375,891 | 26,659 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $332,437 | 26,659 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $317,037 | 26,959 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $287,816 | 27,359 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $268,665 | 27,359 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $294,382 | 27,359 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $255,533 | 27,359 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $278,241 | 27,359 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $310,798 | 27,359 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $248,966 | 27,359 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $225,438 | 27,359 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $163,606 | 27,359 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $241,853 | 27,359 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $141,287 | 26,759 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||