Position in KMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,997,741
-$155,455 QoQ
Shares Held
62,488
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
6.07%
of 13F equity value
Holder Rank
#663
of 1,805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SHEPHERD KAPLAN KROCHUK, LLC holds $6,717,577 across 3 Oil & Gas Midstream names. KMI ranks #2 (29.7% of the industry book) .
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,997,741 | 62,488 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,153,196 | 64,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,789,214 | 65,086 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,891,674 | 66,820 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,028,159 | 68,985 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,970,880 | 69,081 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,888,654 | 68,929 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,653,966 | 74,874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,558,245 | 78,422 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,496,965 | 81,623 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,414,251 | 80,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,378,378 | 83,135 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,474,083 | 85,603 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,496,544 | 85,468 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,551,300 | 85,802 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,509,048 | 90,688 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $648,645 | 38,702 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $720,508 | 38,102 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $590,023 | 37,202 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $597,294 | 35,702 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $654,493 | 35,902 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $597,768 | 35,902 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $522,221 | 38,202 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $356,657 | 28,926 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $384,195 | 25,326 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $149,988 | 10,775 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||