Position in KMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,532,807
+$3,585,437 QoQ
Shares Held
433,427
+8.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.860511689396375.ToString("F0")%
Shared 0.ToString("F0")%
None 46.13948831060363.ToString("F0")%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $168,040,237 across 30 Oil & Gas Midstream names. KMI ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
102,555 | $25,713,615 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
600,242 | $22,713,157 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
74,060 | $21,015,265 | |
| 4 | ENB |
Enbridge Inc
|
367,670 | $19,905,653 | |
| 5 | ET |
Energy Transfer LP
|
798,230 | $15,405,839 | |
| 6 | KMI |
Kinder Morgan, Inc.
This page
|
433,427 | $14,532,807 | |
| 7 | WMB |
Williams Companies, Inc.
|
185,864 | $13,527,181 | |
| 8 | OKE |
Oneok Inc /New/
|
120,343 | $10,877,803 |
All Filings in KMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,532,807 | 433,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,947,370 | 398,231 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,948,156 | 386,724 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $10,003,702 | 340,262 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,740,027 | 341,396 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,726,406 | 318,482 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,115,034 | 322,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,324,899 | 318,314 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,036,317 | 329,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,477,478 | 367,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,805,669 | 350,161 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,709,721 | 331,575 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,255,731 | 300,156 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,487,659 | 303,521 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,543,086 | 273,022 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $4,695,280 | 280,148 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,888,934 | 258,537 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,066,091 | 256,374 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,059,448 | 182,872 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,145,148 | 172,526 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,516,063 | 211,175 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,697,993 | 197,366 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,455,667 | 199,162 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $2,541,445 | 167,531 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,283,603 | 164,052 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||