Position in KMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$351,574
-$61,750 QoQ
Shares Held
10,997
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,216
of 1,805 holders
Holding Since
Mar 2025
6 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, 2026HBK Sorce Advisory LLC holds $4,125,980 across 9 Oil & Gas Midstream names. KMI ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
11,159 | $829,560 | |
| 2 | ENB |
Enbridge Inc
|
13,450 | $729,124 | |
| 3 | MPLX |
Mplx LP
|
11,720 | $660,187 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
15,067 | $553,862 | |
| 5 | KMI |
Kinder Morgan, Inc.
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|
10,997 | $351,574 | |
| 6 | OKE |
Oneok Inc /New/
|
3,926 | $341,326 | |
| 7 | ET |
Energy Transfer LP
|
16,769 | $320,623 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,166 | $278,685 |
All Filings in KMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,574 | 10,997 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $413,324 | 12,327 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,271 | 9,868 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $267,586 | 9,452 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $207,975 | 7,074 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $210,522 | 7,379 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||