EverSource Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

EverSource Wealth Advisors’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.5K	Hold	3,794	–	–	﹤0.01%	1466
2026 Q1	$84.7K	Buy	3,794 +3,494	+1,165%	+$71.1K	﹤0.01%	1538
2025 Q4	$5.39K	Hold	300	–	–	﹤0.01%	3096
2025 Q3	$5.12K	Sell	300 -1,350	-82%	-$24.2K	﹤0.01%	3140
2025 Q2	$30.2K	Hold	1,650	–	–	﹤0.01%	1973
2025 Q1	$33K	Hold	1,650	–	–	﹤0.01%	1435
2024 Q4	$28.2K	Hold	1,650	–	–	﹤0.01%	1453
2024 Q3	$28.7K	Hold	1,650	–	–	﹤0.01%	1302
2024 Q2	$30K	Hold	1,650	–	–	﹤0.01%	1322
2024 Q1	$28.4K	Buy	1,650 +300	+22%	+$4.84K	﹤0.01%	1205
2023 Q4	$20.5K	Hold	1,350	–	–	﹤0.01%	1224
2023 Q3	$20.7K	Hold	1,350	–	–	﹤0.01%	1115
2023 Q2	$19K	Hold	1,350	–	–	﹤0.01%	1172
2023 Q1	$16.8K	Hold	1,350	–	–	﹤0.01%	1147
2022 Q4	$15.9K	Hold	1,350	–	–	﹤0.01%	1143
2022 Q3	$14K	Hold	1,350	–	–	﹤0.01%	1026
2022 Q2	$13K	Hold	1,350	–	–	﹤0.01%	966
2022 Q1	$15K	Hold	1,350	–	–	﹤0.01%	818
2021 Q4	$13K	Buy	+1,350	New	+$13.6K	﹤0.01%	860

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's PAA Position: Q2 2026 in Review

EverSource Wealth Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 3,794 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

EverSource Wealth Advisors first reported a position in PAA in Q4 2021 and has held it in 19 quarters since. The position peaked at $84.7K in Q1 2026. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

EverSource Wealth Advisors held 3,794 shares of Plains All American Pipeline worth $84.5K as of Q2 2026.
EverSource Wealth Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1466 holding.
EverSource Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Plains All American Pipeline position peaked at $84.7K in Q1 2026.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.