Position in PAA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$27,150,064
+$6,868,663 QoQ
Shares Held
1,215,856
+7.7% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 64.85011382926925.ToString("F0")%
None 35.149886170730746.ToString("F0")%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Bollard Group LLC holds $236,216,653 across 12 Oil & Gas Midstream names. PAA ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
721,832 | $65,246,394 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
1,620,055 | $61,302,881 | |
| 3 | PAA |
Plains All American Pipeline LP
This page
|
1,215,856 | $27,150,064 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
705,676 | $23,661,316 | |
| 5 | MPLX |
Mplx LP
|
405,728 | $23,154,896 | |
| 6 | ET |
Energy Transfer LP
|
956,441 | $18,459,311 | |
| 7 | ENB |
Enbridge Inc
|
214,621 | $11,619,580 | |
| 8 | WMB |
Williams Companies, Inc.
|
61,869 | $4,502,825 |
All Filings in PAA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,150,064 | 1,215,856 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,281,401 | 1,129,254 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,670,424 | 1,211,631 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,722,814 | 1,131,158 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,983,000 | 999,150 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,762,961 | 981,438 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,333,366 | 997,891 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,858,589 | 999,921 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,129,516 | 975,485 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,428,784 | 952,395 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,352,771 | 936,865 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,165,071 | 933,693 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,448,345 | 918,071 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,615,328 | 902,664 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,488,051 | 901,906 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $8,722,595 | 888,248 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,361,434 | 777,085 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,542,184 | 700,448 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,014,106 | 689,686 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,552,468 | 664,830 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,908,131 | 429,465 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $3,538,107 | 429,382 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $3,123,629 | 522,346 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,496,395 | 508,642 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $636,356 | 120,522 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||