Position in PAA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$446,400
+$7,573 QoQ
Shares Held
20,054
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 419 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $51,236,271 across 17 Oil & Gas Midstream names. PAA ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
392,173 | $34,095,486 | |
| 2 | ENB |
Enbridge Inc
|
57,600 | $3,122,488 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
88,964 | $2,844,166 | |
| 4 | ET |
Energy Transfer LP
|
124,448 | $2,379,443 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
53,516 | $1,967,245 | |
| 6 | WMB |
Williams Companies, Inc.
|
20,680 | $1,537,338 | |
| 7 | DTM |
DT Midstream, Inc.
|
9,600 | $1,408,687 | |
| 8 | TRP |
Tc Energy Corp
|
10,674 | $707,577 |
All Filings in PAA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,400 | 20,054 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $438,827 | 19,652 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $304,439 | 16,951 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $282,120 | 16,537 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $242,171 | 13,219 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $247,220 | 12,361 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $188,409 | 11,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $186,640 | 10,745 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $200,014 | 11,199 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $192,141 | 10,942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $317,968 | 20,988 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $417,332 | 27,241 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $259,341 | 18,393 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $260,722 | 20,908 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $287,014 | 24,406 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $270,027 | 25,668 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $292,714 | 29,808 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $242,863 | 22,571 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $162,936 | 17,445 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $175,625 | 17,269 | Shares | Sole | 2021-11-01 | |
| 2020-12-31 | $88,851 | 10,783 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $67,047 | 11,212 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $106,150 | 12,008 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||