Modera Wealth Management, LLC

Position in KMI — Kinder Morgan, Inc.

CIK 1542143 WESTWOOD, NJ

Position in KMI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,691,085

-$98,377 QoQ

Shares Held

52,896

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#704

of 1,811 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,857,930 across 5 Oil & Gas Midstream names. KMI ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc. This page	52,896	$1,691,085
2	EPD	Enterprise Products Partners L.P.	23,310	$856,875
3	ENB	Enbridge Inc	13,388	$725,763
4	ET	Energy Transfer LP	19,120	$365,574
5	WMB	Williams Companies, Inc.	2,941	$218,633

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,691,085	52,896	-0.9%	Shares	Sole	2026-08-03
2026-03-31	$1,789,462	53,369	-6.6%	Shares	Sole	2026-05-06
2025-12-31	$1,569,981	57,111	+0.3%	Shares	Sole	2026-01-21
2025-09-30	$1,611,518	56,924	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$1,687,501	57,398	+0.9%	Shares	Sole	2025-08-06
2025-03-31	$1,623,585	56,908	+1.2%	Shares	Sole	2025-05-08
2024-12-31	$1,540,784	56,233	+1.9%	Shares	Sole	2025-02-06
2024-09-30	$1,219,257	55,195	+0.3%	Shares	Sole	2024-10-24
2024-06-30	$1,093,505	55,033	-0.5%	Shares	Sole	2024-07-29
2024-03-31	$1,014,843	55,335	-1.7%	Shares	Sole	2024-05-14
2023-12-31	$992,638	56,272	-3.6%	Shares	Sole	2024-02-14
2023-09-30	$967,592	58,359	-4.7%	Shares	Sole	2023-11-30
2023-06-30	$1,054,725	61,250	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.