Annex Advisory Services, LLC

Position in KMI — Kinder Morgan, Inc.

CIK 1542287 BROOKFIELD, WI

Position in KMI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$240,638

-$10,166 QoQ

Shares Held

7,527

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,382

of 1,805 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $10,754,857 across 5 Oil & Gas Midstream names. KMI ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	129,078	$9,595,658
2	EPD	Enterprise Products Partners L.P.	9,811	$360,652
3	MPLX	Mplx LP	4,986	$280,861
4	ET	Energy Transfer LP	14,490	$277,048
5	KMI	Kinder Morgan, Inc. This page	7,527	$240,638

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,638	7,527	+0.6%	Shares	Sole	2026-07-10
2026-03-31	$250,804	7,480	+1.3%	Shares	Sole	2026-04-16
2025-12-31	$203,041	7,386	-23.5%	Shares	Sole	2026-01-26
2025-06-30	$283,710	9,650	-8.5%	Shares	Sole	2025-07-11
2025-03-31	$300,877	10,546	-14.7%	Shares	Sole	2025-04-11
2024-12-31	$338,636	12,359	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.