Position in PAA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,742,987
+$74,844 QoQ
Shares Held
123,225
+3.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#96
of 419 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 29%
Shared 9%
None 62%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cerity Partners LLC holds $182,120,422 across 31 Oil & Gas Midstream names. PAA ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
1,179,452 | $37,707,079 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
111,356 | $26,615,197 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
589,560 | $21,672,224 | |
| 4 | WMB |
Williams Companies, Inc.
|
226,578 | $16,843,807 | |
| 5 | OKE |
Oneok Inc /New/
|
167,807 | $14,589,139 | |
| 6 | ENB |
Enbridge Inc
|
257,696 | $13,969,699 | |
| 7 | ET |
Energy Transfer LP
|
376,278 | $7,194,434 | |
| 8 | DTM |
DT Midstream, Inc.
|
39,411 | $5,783,167 |
All Filings in PAA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,742,987 | 123,225 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,668,143 | 119,487 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,307,884 | 239,860 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,944,225 | 113,964 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,918,928 | 104,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,303,100 | 115,155 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,853,589 | 167,072 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,123,942 | 179,847 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $300,012 | 16,798 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $450,993 | 25,683 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,446,043 | 161,455 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,308,984 | 150,717 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $151,405 | 10,738 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $130,935 | 10,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $117,600 | 10,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $110,460 | 10,500 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $146,770 | 17,812 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||