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Kesler Norman & Wride’s Plains GP Holdings PAGP Stock Holding History

Kesler Norman & Wride’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-44,260
Closed -$814K – 256
2025
Q3 		$814K Sell
44,260
-4,622
-9% -$88.3K 0.16% 125
2025
Q2 		$950K Buy
48,882
+618
+1% +$11.5K 0.17% 129
2025
Q1 		$1.03M Buy
48,264
+4,004
+9% +$84.3K 0.2% 106
2024
Q4 		$814K Buy
44,260
+15,973
+56% +$297K 0.18% 120
2024
Q3 		$523K Buy
+28,287
New +$537K 0.1% 162

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return