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
2026 Q2	$310K	Buy	+12,758	New	+$306K	0.05%	232
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 $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Kesler Norman & Wride's PAGP Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in Plains GP Holdings (PAGP) in Q2 2026: 12,758 shares worth $310K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: Kesler Norman & Wride previously reported a position in PAGP as recently as Q3 2025.

Kesler Norman & Wride first reported a position in PAGP in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 343 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Kesler Norman & Wride held 12,758 shares of Plains GP Holdings worth $310K as of Q2 2026.
Plains GP Holdings was a new Kesler Norman & Wride position in Q2 2026.
Plains GP Holdings made up 0.05% of Kesler Norman & Wride's portfolio in Q2 2026, its #232 holding.
Kesler Norman & Wride first reported a position in Plains GP Holdings in Q3 2024 and has held it in 6 quarters since.
Kesler Norman & Wride's Plains GP Holdings position peaked at $1.03M in Q1 2025.
343 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.