Tortoise Investment Management’s Plains All American Pipeline PAA Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-5,100	Closed	-$87K	–	1079
2025 Q3	$87K	Buy	5,100 +1,600	+46%	+$28.6K	0.01%	328
2025 Q2	$64.1K	Hold	3,500	–	–	0.01%	354
2025 Q1	$70K	Buy	+3,500	New	+$69.2K	0.01%	324
2019 Q4	–	Sell	-600	Closed	-$12K	–	610
2019 Q3	$12K	Hold	600	–	–	﹤0.01%	378
2019 Q2	$15K	Hold	600	–	–	﹤0.01%	380
2019 Q1	$15K	Hold	600	–	–	﹤0.01%	362
2018 Q4	$12K	Hold	600	–	–	﹤0.01%	372
2018 Q3	$15K	Hold	600	–	–	﹤0.01%	359
2018 Q2	$14K	Hold	600	–	–	﹤0.01%	376
2018 Q1	$13K	Hold	600	–	–	﹤0.01%	364
2017 Q4	$12K	Hold	600	–	–	﹤0.01%	373
2017 Q3	$13K	Hold	600	–	–	﹤0.01%	337
2017 Q2	$16K	Hold	600	–	–	0.01%	308
2017 Q1	$19K	Hold	600	–	–	0.01%	277
2016 Q4	$19K	Hold	600	–	–	0.01%	273
2016 Q3	$19K	Hold	600	–	–	0.01%	256
2016 Q2	$16K	Hold	600	–	–	0.01%	268
2016 Q1	$13K	Hold	600	–	–	﹤0.01%	268
2015 Q4	$14K	Hold	600	–	–	0.01%	289
2015 Q3	$18K	Hold	600	–	–	0.01%	262
2015 Q2	$26K	Hold	600	–	–	0.01%	249
2015 Q1	$29K	Hold	600	–	–	0.01%	239
2014 Q4	$31K	Hold	600	–	–	0.01%	248
2014 Q3	$35K	Sell	600 -250	-29%	-$14.7K	0.01%	232
2014 Q2	$51K	Buy	850 +250	+42%	+$14.2K	0.02%	210
2014 Q1	$33K	Hold	600	–	–	0.02%	210
2013 Q4	$31K	Hold	600	–	–	0.02%	201
2013 Q3	$32K	Hold	600	–	–	0.02%	177
2013 Q2	$33K	Buy	+600	New	+$34K	0.02%	168

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's PAA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 5,100 shares — an estimated $87K sold.

Tortoise Investment Management first reported a position in PAA in Q2 2013 and held it in 29 quarters. The position peaked at $87K in Q3 2025. 374 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

Tortoise Investment Management reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 5,100 Plains All American Pipeline shares in Q4 2025, an estimated $87K.
Tortoise Investment Management first reported a position in Plains All American Pipeline in Q2 2013 and held it in 29 quarters.
Tortoise Investment Management's Plains All American Pipeline position peaked at $87K in Q3 2025.
374 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.