Position in KMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,476,780
-$53,457 QoQ
Shares Held
171,310
+3.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#408
of 1,805 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $28,466,554 across 14 Oil & Gas Midstream names. KMI ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
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|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
|
22,347 | $1,661,275 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
2,435 | $581,989 |
All Filings in KMI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,476,780 | 171,310 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,530,237 | 164,934 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,481,447 | 163,021 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,566,907 | 155,337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,198,360 | 147,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,814,956 | 139,232 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,037,662 | 137,513 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,066,499 | 104,001 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,441,377 | 78,592 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,318,836 | 74,764 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,086,537 | 65,533 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $459,550 | 26,687 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,593 | 13,055 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $502,877 | 27,814 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $432,606 | 25,998 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $391,278 | 23,346 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $409,477 | 21,654 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $335,264 | 21,139 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $404,514 | 24,179 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $409,992 | 22,490 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $321,328 | 19,299 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $289,175 | 21,154 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $244,812 | 19,855 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $294,449 | 19,410 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $263,394 | 18,922 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||