Position in KMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$261,162
-$16,868 QoQ
Shares Held
8,169
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,340
of 1,805 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $4,720,665 across 7 Oil & Gas Midstream names. KMI ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLP |
Global Partners LP
|
37,420 | $1,743,397 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,416 | $1,265,132 | |
| 3 | ENB |
Enbridge Inc
|
10,702 | $580,155 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,687 | $348,431 | |
| 5 | ET |
Energy Transfer LP
|
14,226 | $272,001 | |
| 6 | KMI |
Kinder Morgan, Inc.
This page
|
8,169 | $261,162 | |
| 7 | OKE |
Oneok Inc /New/
|
2,880 | $250,387 |
All Filings in KMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,162 | 8,169 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $278,030 | 8,292 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $231,273 | 8,413 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $301,727 | 10,658 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $346,978 | 11,802 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $348,123 | 12,202 | Shares | Sole | 2025-05-02 | |
| 2021-06-30 | $290,203 | 15,919 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $265,051 | 15,919 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $221,659 | 16,215 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $148,354 | 12,032 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||