Position in KMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,298,429
+$33,980 QoQ
Shares Held
40,614
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#763
of 1,805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Segment Wealth Management, LLC holds $21,308,757 across 9 Oil & Gas Midstream names. KMI ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
321,451 | $11,816,538 | |
| 2 | OKE |
Oneok Inc /New/
|
28,851 | $2,508,305 | |
| 3 | WMB |
Williams Companies, Inc.
|
31,748 | $2,360,146 | |
| 4 | KMI |
Kinder Morgan, Inc.
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|
40,614 | $1,298,429 | |
| 5 | TRGP |
Targa Resources Corp.
|
3,412 | $914,893 | |
| 6 | MPLX |
Mplx LP
|
15,447 | $870,129 | |
| 7 | ENB |
Enbridge Inc
|
12,685 | $687,653 | |
| 8 | PAA |
Plains All American Pipeline LP
|
24,400 | $543,144 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,429 | 40,614 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,264,449 | 37,711 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,078,350 | 39,227 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,096,446 | 38,730 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,088,711 | 37,031 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $990,048 | 34,702 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $711,358 | 25,962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $558,479 | 25,282 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $263,317 | 13,252 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $243,041 | 13,252 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $255,162 | 14,465 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $234,855 | 14,165 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $223,033 | 12,952 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $277,043 | 15,822 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $286,061 | 15,822 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $243,642 | 14,642 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $245,399 | 14,642 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $365,851 | 19,347 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $307,461 | 19,386 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $226,524 | 13,540 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $834,715 | 45,788 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $283,716 | 17,040 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $182,357 | 13,340 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $402,549 | 32,648 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $553,826 | 36,508 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $368,295 | 26,458 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||