Position in KMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$613,728
+$49,419 QoQ
Shares Held
19,197
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#999
of 1,805 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $7,071,104 across 7 Oil & Gas Midstream names. KMI ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
61,273 | $2,252,395 | |
| 2 | ET |
Energy Transfer LP
|
98,401 | $1,881,427 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,585 | $856,850 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
19,197 | $613,728 | |
| 5 | ENB |
Enbridge Inc
|
9,209 | $499,219 | |
| 6 | WMB |
Williams Companies, Inc.
|
6,595 | $490,272 | |
| 7 | OKE |
Oneok Inc /New/
|
5,489 | $477,213 |
All Filings in KMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,728 | 19,197 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $564,309 | 16,830 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $518,901 | 18,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $578,090 | 20,420 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $905,696 | 30,806 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,734,109 | 99,785 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,810,289 | 127,220 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,816,214 | 141,732 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,503,398 | 191,025 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,284,497 | 186,196 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,167,194 | 191,025 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,168,170 | 183,982 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,617,023 | 206,569 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,771,343 | 208,592 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $5,232,214 | 314,436 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $3,969,621 | 236,851 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,488,004 | 237,335 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,577,730 | 225,582 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,826,335 | 228,711 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,192,480 | 229,977 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,848,779 | 231,158 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $511,488 | 37,417 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $647,004 | 52,474 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $773,274 | 50,974 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $802,195 | 57,629 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||