Position in KMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,844,166
+$1,484,768 QoQ
Shares Held
88,964
+119.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#575
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, 2026AE Wealth Management LLC holds $51,236,271 across 17 Oil & Gas Midstream names. KMI ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
392,173 | $34,095,486 | |
| 2 | ENB |
Enbridge Inc
|
57,600 | $3,122,488 | |
| 3 | KMI |
Kinder Morgan, Inc.
This page
|
88,964 | $2,844,166 | |
| 4 | ET |
Energy Transfer LP
|
124,448 | $2,379,443 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
53,516 | $1,967,245 | |
| 6 | WMB |
Williams Companies, Inc.
|
20,680 | $1,537,338 | |
| 7 | DTM |
DT Midstream, Inc.
|
9,600 | $1,408,687 | |
| 8 | TRP |
Tc Energy Corp
|
10,674 | $707,577 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,844,166 | 88,964 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,359,398 | 40,543 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $996,942 | 36,266 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,034,185 | 36,531 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,199,192 | 40,789 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,282,817 | 44,964 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,377,750 | 50,283 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $980,702 | 44,396 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $931,657 | 46,888 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $786,505 | 42,885 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,066,835 | 854,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,067,719 | 727,848 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,183,477 | 591,375 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,291,792 | 187,995 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,773,422 | 208,707 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,078,999 | 185,036 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,010,146 | 179,603 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,827,727 | 96,654 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,362,929 | 85,935 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,350,863 | 80,745 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,270,831 | 69,711 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,028,553 | 61,775 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $792,764 | 57,993 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,279,582 | 103,778 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,694,283 | 177,606 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,465,844 | 177,144 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||