Position in PBA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$237,077
+$7,638 QoQ
Shares Held
5,126
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#311
of 431 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $4,015,284 across 7 Oil & Gas Midstream names. PBA ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
20,737 | $1,124,152 | |
| 2 | OKE |
Oneok Inc /New/
|
7,825 | $680,305 | |
| 3 | TRP |
Tc Energy Corp
|
8,898 | $589,848 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
14,076 | $517,433 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
15,634 | $499,818 | |
| 6 | MPLX |
Mplx LP
|
6,509 | $366,651 | |
| 7 | PBA |
Pembina Pipeline Corp
This page
|
5,126 | $237,077 |
All Filings in PBA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,077 | 5,126 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $229,439 | 5,126 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $200,470 | 5,008 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $204,179 | 4,951 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||