Position in KMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$187,951
+$79,180 QoQ
Shares Held
5,879
+81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,476
of 1,805 holders
Holding Since
Sep 2023
11 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, 2026Heritage Wealth Advisors holds $37,084,879 across 10 Oil & Gas Midstream names. KMI ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
318,516 | $23,678,479 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
343,269 | $12,618,568 | |
| 3 | ENB |
Enbridge Inc
|
5,011 | $271,646 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
5,879 | $187,951 | |
| 5 | MPLX |
Mplx LP
|
1,819 | $102,464 | |
| 6 | ET |
Energy Transfer LP
|
5,100 | $97,512 | |
| 7 | OKE |
Oneok Inc /New/
|
984 | $85,548 | |
| 8 | DTM |
DT Midstream, Inc.
|
150 | $22,011 |
All Filings in KMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,951 | 5,879 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $108,771 | 3,244 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,868 | 66 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,439 | 117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,338 | 117 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,205 | 117 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,584 | 117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,046 | 254 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $6,492 | 354 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $52,920 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $33 | 2 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||