MWM
PAGP icon

Modern Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Modern Wealth Management’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
Q1 		$917K Sell
38,649
-769
-2% -$16.8K 0.02% 438
2025
Q4 		$754K Buy
39,418
+509
+1% +$9.18K 0.01% 460
2025
Q3 		$710K Buy
38,909
+2,088
+6% +$39.9K 0.01% 447
2025
Q2 		$715K Sell
36,821
-249
-0.7% -$4.64K 0.02% 423
2025
Q1 		$792K Buy
37,070
+520
+1% +$10.9K 0.03% 339
2024
Q4 		$672K Buy
36,550
+6,128
+20% +$114K 0.03% 317
2024
Q3 		$563K Buy
30,422
+1,081
+4% +$20.5K 0.03% 240
2024
Q2 		$552K Sell
29,341
-739
-2% -$13.6K 0.04% 202
2024
Q1 		$549K Buy
+30,080
New +$507K 0.05% 169

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 $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return