Naples Global Advisors’s Plains All American Pipeline PAA Stock Holding History

Naples Global 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	$491K	Hold	22,035	–	–	0.03%	340
2026 Q1	$492K	Buy	22,035 +4,135	+23%	+$84.1K	0.04%	330
2025 Q4	$321K	Buy	17,900 +3,300	+23%	+$56.1K	0.02%	380
2025 Q3	$249K	Buy	14,600 +1,700	+13%	+$30.4K	0.02%	398
2025 Q2	$236K	Buy	12,900 +1,750	+16%	+$30.5K	0.02%	393
2025 Q1	$223K	Buy	11,150 +150	+1%	+$2.96K	0.02%	384
2024 Q4	$188K	Buy	+11,000	New	+$191K	0.02%	398

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

Naples Global Advisors's PAA Position: Q2 2026 in Review

Naples Global Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 22,035 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #340.

Naples Global Advisors first reported a position in PAA in Q4 2024 and has held it in 7 quarters since. The position peaked at $492K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Naples Global Advisors held 22,035 shares of Plains All American Pipeline worth $491K as of Q2 2026.
Naples Global Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #340 holding.
Naples Global Advisors first reported a position in Plains All American Pipeline in Q4 2024 and has held it in 7 quarters since.
Naples Global Advisors's Plains All American Pipeline position peaked at $492K in Q1 2026.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.