BEACON FINANCIAL GROUP

Position in KMI — Kinder Morgan, Inc.

CIK 1591379 DALLAS, TX

Position in KMI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$5,653,223

-$486,153 QoQ

Shares Held

176,829

-3.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#95

of 717 holders

Holding Since

Mar 2020

26 quarters on record

Energy · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $9,171,283 across 5 Oil & Gas Midstream names. KMI ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc. This page	176,829	$5,653,223
2	OKE	Oneok Inc /New/	24,138	$2,098,557
3	ENB	Enbridge Inc	15,012	$813,800
4	SBR	Sabine Royalty Trust	5,255	$384,666
5	EPD	Enterprise Products Partners L.P.	6,013	$221,037

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,653,223	176,829	-3.4%	Shares	Sole	2026-07-16
2026-03-31	$6,139,376	183,101	-6.7%	Shares	Sole	2026-04-30
2025-12-31	$5,394,665	196,241	-4.6%	Shares	Sole	2026-04-01
2025-09-30	$5,820,819	205,610	-7.7%	Shares	Sole	2025-10-08
2025-06-30	$6,545,733	222,644	-6.5%	Shares	Sole	2025-07-09
2025-03-31	$6,797,158	238,246	-10.3%	Shares	Sole	2025-04-10
2024-12-31	$7,274,919	265,508	-1.2%	Shares	Sole	2025-01-29
2024-09-30	$5,938,697	268,841	-2.0%	Shares	Sole	2024-11-12
2024-06-30	$5,451,215	274,344	+886.7%	Shares	Sole	2024-08-06
2024-03-31	$509,943	27,805	-7.1%	Shares	Sole	2024-05-07
2023-12-31	$527,771	29,919	+42.0%	Shares	Sole	2024-02-23
2023-09-30	$349,406	21,074	-4.8%	Shares	Sole	2023-10-16
2023-06-30	$381,026	22,127	-9.9%	Shares	Sole	2023-07-20
2023-03-31	$430,080	24,562	-32.3%	Shares	Sole	2023-04-14
2022-12-31	$655,707	36,267	+1.1%	Shares	Sole	2023-01-19
2022-09-30	$597,126	35,885	0.0%	Shares	Sole	2022-10-13
2022-06-30	$601,432	35,885	+1.7%	Shares	Sole	2022-07-19
2022-03-31	$667,163	35,281	+20.4%	Shares	Sole	2022-04-08
2021-12-31	$464,872	29,311	-8.5%	Shares	Sole	2022-01-07
2021-09-30	$536,179	32,049	+3.6%	Shares	Sole	2021-10-13
2021-06-30	$564,218	30,950	-26.3%	Shares	Sole	2021-07-26
2021-03-31	$698,833	41,972	0.0%	Shares	Sole	2021-08-16
2020-12-31	$573,757	41,972	+12.1%	Shares	Sole	2021-01-15
2020-09-30	$461,672	37,443	0.0%	Shares	Sole	2020-10-13
2020-06-30	$568,010	37,443	+2.7%	Shares	Sole	2020-08-05
2020-03-31	$507,370	36,449	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.