United Asset Strategies, Inc.

Position in KMI — Kinder Morgan, Inc.

CIK 1539948 GARDEN CITY, NY

Position in KMI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$17,260,187

+$181,950 QoQ

Shares Held

539,887

+6.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#229

of 1,805 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Energy · as of Jun 30, 2026

United Asset Strategies, Inc. holds $31,191,134 across 5 Oil & Gas Midstream names. KMI ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc. This page	539,887	$17,260,187
2	LNG	Cheniere Energy, Inc.	45,585	$10,895,270
3	WMB	Williams Companies, Inc.	17,924	$1,332,470
4	TRGP	Targa Resources Corp.	3,680	$986,755
5	EPD	Enterprise Products Partners L.P.	19,490	$716,452

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,260,187	539,887	+6.0%	Shares	Sole	2026-07-13
2026-03-31	$17,078,237	509,342	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$13,993,207	509,029	+1.9%	Shares	Sole	2026-01-28
2025-09-30	$14,142,175	499,547	+1.3%	Shares	Sole	2025-10-23
2025-06-30	$14,504,313	493,344	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$14,206,313	497,943	-9.3%	Shares	Sole	2025-05-14
2024-12-31	$15,047,696	549,186	+0.8%	Shares	Sole	2025-01-22
2024-09-30	$12,035,581	544,843	+3.6%	Shares	Sole	2024-10-28
2024-06-30	$10,444,903	525,662	+6.4%	Shares	Sole	2024-08-01
2024-03-31	$9,056,823	493,829	+9.8%	Shares	Sole	2024-04-23
2023-12-31	$7,934,595	449,807	-7.5%	Shares	Sole	2024-01-30
2023-09-30	$8,058,311	486,026	-1.9%	Shares	Sole	2023-11-07
2023-06-30	$8,532,613	495,506	+0.2%	Shares	Sole	2023-07-25
2023-03-31	$8,661,496	494,660	+106.4%	Shares	Sole	2023-07-25
2022-12-31	$4,332,040	239,604	-4.7%	Shares	Sole	2023-01-26
2022-09-30	$4,185,159	251,512	+18.3%	Shares	Sole	2022-10-24
2022-06-30	$3,562,757	212,575	+1909.2%	Shares	Sole	2022-08-15
2021-09-30	$177,003	10,580	+2.3%	Shares	Sole	2021-10-21
2021-06-30	$188,625	10,347	+2.9%	Shares	Sole	2021-07-19
2020-03-31	$139,923	10,052	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.