Southeast Asset Advisors’s Plains All American Pipeline PAA Stock Holding History

Southeast Asset 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 Q1	$782K	Hold	35,000	–	–	0.09%	112
2025 Q4	$629K	Buy	35,000 +15,000	+75%	+$255K	0.06%	128
2025 Q3	$341K	Buy	20,000 +2,500	+14%	+$44.8K	0.04%	166
2025 Q2	$321K	Buy	17,500 +2,500	+17%	+$43.6K	0.04%	158
2025 Q1	$300K	Buy	+15,000	New	+$296K	0.04%	155

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Southeast Asset Advisors's PAA Position: Q1 2026 in Review

Southeast Asset Advisors held its Plains All American Pipeline (PAA) position steady in Q1 2026 at 35,000 shares worth $782K. The position accounts for 0.09% of the portfolio, ranked #112.

Southeast Asset Advisors first reported a position in PAA in Q1 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Southeast Asset Advisors held 35,000 shares of Plains All American Pipeline worth $782K as of Q1 2026.
Southeast Asset Advisors left its Plains All American Pipeline share count unchanged in Q1 2026.
Plains All American Pipeline made up 0.09% of Southeast Asset Advisors's portfolio in Q1 2026, its #112 holding.
Southeast Asset Advisors first reported a position in Plains All American Pipeline in Q1 2025 and has held it in 5 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.