Position in KMI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,835,398
+$10,432,909 QoQ
Shares Held
830,164
+31.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5279673317954864.ToString("F0")%
Shared 0.ToString("F0")%
None 99.47203266820452.ToString("F0")%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Derivatives in KMI
reported options exposure · as of Mar 31, 2021CallValue
$16,650
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Creative Planning holds $316,603,010 across 36 Oil & Gas Midstream names. KMI ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,883 | $55,377,893 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
962,240 | $36,411,161 | |
| 3 | WMB |
Williams Companies, Inc.
|
432,230 | $31,457,699 | |
| 4 | OKE |
Oneok Inc /New/
|
347,276 | $31,390,277 | |
| 5 | KMI |
Kinder Morgan, Inc.
This page
|
830,164 | $27,835,398 | |
| 6 | ET |
Energy Transfer LP
|
1,174,396 | $22,665,842 | |
| 7 | ENB |
Enbridge Inc
|
392,078 | $21,227,102 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
69,722 | $19,784,314 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,835,398 | 830,164 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $17,402,489 | 633,048 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,230,563 | 643,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,470,632 | 526,212 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,964,783 | 524,528 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,080,029 | 440,877 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,109,385 | 412,376 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,787,207 | 391,908 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,175,095 | 336,701 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,101,980 | 289,228 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,946,676 | 298,352 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,043,066 | 292,861 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $4,486,796 | 256,242 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,645,710 | 256,953 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,990,039 | 239,786 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,001,131 | 238,731 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,734,100 | 197,467 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,850,184 | 179,709 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,198,207 | 191,166 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,103,821 | 170,259 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $16,650 | 1,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $2,922,557 | 175,529 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,233,623 | 163,396 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,177,280 | 176,584 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,145,902 | 141,457 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,067,676 | 148,540 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||