Position in PBA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,450
+$1,014 QoQ
Shares Held
680
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#364
of 431 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $308,477 across 10 Oil & Gas Midstream names. PBA ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
1,282 | $69,497 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
1,645 | $52,590 | |
| 3 | ET |
Energy Transfer LP
|
2,741 | $52,407 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
1,001 | $36,796 | |
| 5 | PBA |
Pembina Pipeline Corp
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|
680 | $31,450 | |
| 6 | WMB |
Williams Companies, Inc.
|
369 | $27,431 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
94 | $22,466 | |
| 8 | DTM |
DT Midstream, Inc.
|
72 | $10,565 |
All Filings in PBA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,450 | 680 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,436 | 680 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $25,880 | 680 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $27,512 | 680 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,506 | 680 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $27,220 | 680 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||