Position in PBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,129,579
+$207,093 QoQ
Shares Held
46,045
+7.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 431 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 24%
None 74%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cerity Partners LLC holds $179,405,914 across 31 Oil & Gas Midstream names. PBA ranks #15 (1.2% 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 PBA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,129,579 | 46,045 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,922,486 | 42,951 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,449,589 | 38,087 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,893,366 | 46,796 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,826,774 | 48,701 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,034,965 | 50,836 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $988,818 | 26,761 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,327,350 | 32,186 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $745,493 | 20,105 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,110,771 | 31,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $593,400 | 17,240 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $327,864 | 10,907 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $468,676 | 14,907 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $499,705 | 15,423 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $443,115 | 13,052 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $453,606 | 14,936 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,828 | 12,923 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $310,700 | 10,244 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||