Position in KMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$624,661
-$2,249 QoQ
Shares Held
19,539
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#990
of 1,805 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $11,453,439 across 12 Oil & Gas Midstream names. KMI ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
96,653 | $3,552,964 | |
| 2 | WMB |
Williams Companies, Inc.
|
26,082 | $1,938,935 | |
| 3 | OKE |
Oneok Inc /New/
|
14,570 | $1,266,715 | |
| 4 | ET |
Energy Transfer LP
|
54,676 | $1,045,405 | |
| 5 | KMI |
Kinder Morgan, Inc.
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|
19,539 | $624,661 | |
| 6 | ENB |
Enbridge Inc
|
10,512 | $569,855 | |
| 7 | FRO |
Frontline plc
|
15,565 | $541,506 | |
| 8 | TEN |
Tsakos Energy Navigation Ltd
|
14,901 | $527,048 |
All Filings in KMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,661 | 19,539 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $626,910 | 18,697 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $657,698 | 23,925 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $902,211 | 31,869 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $402,397 | 13,687 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $419,876 | 14,717 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $388,258 | 14,170 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $264,792 | 11,987 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $183,638 | 10,013 | Shares | Sole | 2024-04-29 | |
| 2020-12-31 | $36,991 | 2,706 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||