Envestnet Asset Management’s Pembina Pipeline PBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14M Sell
303,247
-19,338
-6% -$895K ﹤0.01% 1703
2026
Q1
$14.4M Buy
322,585
+183,261
+132% +$7.77M ﹤0.01% 1574
2025
Q4
$5.3M Sell
139,324
-179,162
-56% -$6.89M ﹤0.01% 2130
2025
Q3
$12.9M Sell
318,486
-10,429
-3% -$394K ﹤0.01% 1596
2025
Q2
$12.3M Buy
328,915
+7,528
+2% +$284K ﹤0.01% 1594
2025
Q1
$12.9M Buy
321,387
+12,515
+4% +$470K ﹤0.01% 1490
2024
Q4
$11.4M Buy
308,872
+15,002
+5% +$612K ﹤0.01% 1551
2024
Q3
$12.1M Sell
293,870
-106,415
-27% -$4.16M ﹤0.01% 1500
2024
Q2
$14.8M Sell
400,285
-8,837
-2% -$319K 0.01% 1303
2024
Q1
$14.5M Buy
409,122
+35,318
+9% +$1.22M 0.01% 1297
2023
Q4
$12.9M Buy
373,804
+101,708
+37% +$3.26M 0.01% 1290
2023
Q3
$8.18M Buy
272,096
+65,580
+32% +$2.02M ﹤0.01% 1499
2023
Q2
$6.49M Buy
206,516
+4,388
+2% +$140K ﹤0.01% 1558
2023
Q1
$6.55M Buy
202,128
+47,267
+31% +$1.59M ﹤0.01% 1506
2022
Q4
$5.26M Buy
154,861
+7,292
+5% +$244K ﹤0.01% 1568
2022
Q3
$4.48M Buy
147,569
+31,579
+27% +$1.13M ﹤0.01% 1579
2022
Q2
$4.1M Buy
115,990
+83,568
+258% +$3.22M ﹤0.01% 1635
2022
Q1
$1.22M Sell
32,422
-5,330
-14% -$180K ﹤0.01% 2527
2021
Q4
$1.15M Buy
37,752
+17,876
+90% +$570K ﹤0.01% 2541
2021
Q3
$630K Buy
19,876
+2,708
+16% +$85.4K ﹤0.01% 2826
2021
Q2
$545K Sell
17,168
-6,234
-27% -$196K ﹤0.01% 2922
2021
Q1
$675K Sell
23,402
-3,136
-12% -$87.1K ﹤0.01% 2672
2020
Q4
$628K Sell
26,538
-1,644
-6% -$38.6K ﹤0.01% 2535
2020
Q3
$598K Buy
28,182
+4,053
+17% +$99.6K ﹤0.01% 2359
2020
Q2
$603K Sell
24,129
-29,383
-55% -$680K ﹤0.01% 2294
2020
Q1
$1.01M Buy
53,512
+15,349
+40% +$504K ﹤0.01% 1815
2019
Q4
$1.41M Sell
38,163
-9,244
-19% -$331K ﹤0.01% 1808
2019
Q3
$1.76M Buy
47,407
+1,323
+3% +$49K ﹤0.01% 1624
2019
Q2
$1.72M Buy
46,084
+10,511
+30% +$383K ﹤0.01% 1645
2019
Q1
$1.31M Sell
35,573
-467
-1% -$16.5K ﹤0.01% 1722
2018
Q4
$1.07M Buy
+36,040
New +$1.19M ﹤0.01% 1704
2018
Q3
Sell
-6,059
Closed -$210K 2198
2018
Q2
$210K Buy
6,059
+90
+2% +$3.01K ﹤0.01% 1644
2018
Q1
$186K Sell
5,969
-202
-3% -$6.69K ﹤0.01% 1621
2017
Q4
$223K Buy
6,171
+2,045
+50% +$70.7K ﹤0.01% 1788
2017
Q3
$145K Buy
4,126
+254
+7% +$8.47K ﹤0.01% 1954
2017
Q2
$128K Buy
3,872
+71
+2% +$2.3K ﹤0.01% 2049
2017
Q1
$120K Buy
3,801
+335
+10% +$10.7K ﹤0.01% 2121
2016
Q4
$108K Buy
3,466
+7
+0.2% +$212 ﹤0.01% 2155
2016
Q3
$105K Buy
3,459
+196
+6% +$5.9K ﹤0.01% 2288
2016
Q2
$99K Buy
3,263
+514
+19% +$15K ﹤0.01% 2440
2016
Q1
$74K Buy
2,749
+364
+15% +$8.49K ﹤0.01% 2552
2015
Q4
$52K Buy
2,385
+145
+6% +$3.48K ﹤0.01% 2658
2015
Q3
$54K Buy
+2,240
New +$62.7K ﹤0.01% 2620
2015
Q1
Sell
-150
Closed -$5K 2295
2014
Q4
$5K Buy
+150
New +$5.69K ﹤0.01% 2147
2014
Q3
Sell
-344
Closed -$15K 2828
2014
Q2
$15K Buy
+344
New +$13.8K ﹤0.01% 1865

Other funds holding PBA

Envestnet Asset Management's PBA Position: Q2 2026 in Review

Envestnet Asset Management reduced its Pembina Pipeline (PBA) stake by 6% in Q2 2026, selling an estimated $895K and leaving 303,247 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Envestnet Asset Management first reported a position in PBA in Q2 2014 and has held it in 45 quarters since. The position peaked at $14.8M in Q2 2024. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Envestnet Asset Management held 303,247 shares of Pembina Pipeline worth $14M as of Q2 2026.
  • Envestnet Asset Management sold 19,338 Pembina Pipeline shares in Q2 2026, an estimated $895K.
  • Pembina Pipeline made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1703 holding.
  • Envestnet Asset Management first reported a position in Pembina Pipeline in Q2 2014 and has held it in 45 quarters since.
  • Envestnet Asset Management's Pembina Pipeline position peaked at $14.8M in Q2 2024.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.