Creative Planning

Position in PBA — Pembina Pipeline Corp

CIK 1540235 OVERLAND PARK, KS

Position in PBA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,417,806

+$2,070,508 QoQ

Shares Held

160,385

+34.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#112

of 431 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. PBA ranks #11 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEL	Genesis Energy LP	3,105,233	$44,001,151
2	WMB	Williams Companies, Inc.	444,849	$33,070,074
3	EPD	Enterprise Products Partners L.P.	887,520	$32,625,234
4	OKE	Oneok Inc /New/	372,725	$32,404,711
5	KMI	Kinder Morgan, Inc.	813,410	$26,004,717
6	ENB	Enbridge Inc	425,293	$23,055,132
7	ET	Energy Transfer LP	971,804	$18,580,891
8	LNG	Cheniere Energy, Inc.	77,446	$18,510,367

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,417,806	160,385	+34.3%	Shares	Defined	2026-08-13
2026-03-31	$5,347,298	119,466	+10.6%	Shares	Sole	2026-05-12
2025-12-31	$4,111,012	108,014	+13.8%	Shares	Sole	2026-02-17
2025-09-30	$3,838,925	94,882	+23.0%	Shares	Sole	2025-11-14
2025-06-30	$2,893,633	77,143	-10.1%	Shares	Defined	2025-08-08
2025-03-31	$3,433,652	85,777	+6.4%	Shares	Sole	2025-05-15
2024-12-31	$2,979,315	80,631	+9.0%	Shares	Defined	2025-02-14
2024-09-30	$3,051,552	73,995	+3.4%	Shares	Defined	2024-10-11
2024-06-30	$2,654,035	71,576	+9.7%	Shares	Defined	2024-08-15
2024-03-31	$2,304,874	65,220	+34.7%	Shares	Defined	2024-05-13
2023-12-31	$1,666,409	48,414	+63.9%	Shares	Defined	2024-02-14
2023-09-30	$887,671	29,530	+3.6%	Shares	Defined	2023-11-16
2023-06-30	$896,165	28,504	+25.4%	Shares	Defined	2023-07-21
2023-03-31	$736,516	22,732	+9.6%	Shares	Sole	2023-05-15
2022-12-31	$704,224	20,743	+19.4%	Shares	Sole	2023-02-10
2022-09-30	$527,618	17,373	-1.6%	Shares	Sole	2022-11-03
2022-06-30	$624,068	17,654	-3.9%	Shares	Sole	2022-08-15
2022-03-31	$690,787	18,372	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$561,772	18,522	-3.0%	Shares	Sole	2022-02-11
2021-09-30	$605,247	19,099	+16.6%	Shares	Sole	2021-11-10
2021-06-30	$520,360	16,379	-31.8%	Shares	Sole	2021-08-04
2021-03-31	$692,275	24,004	-3.3%	Shares	Sole	2021-04-30
2020-12-31	$587,477	24,830	+1.0%	Shares	Sole	2021-01-29
2020-09-30	$522,151	24,595	-1.0%	Shares	Sole	2020-11-05
2020-06-30	$621,275	24,851	-28.9%	Shares	Sole	2020-07-23
2020-03-31	$657,484	34,954	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.