Position in KMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,077,411
+$1,145,851 QoQ
Shares Held
158,818
+35.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#421
of 1,773 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, 2026Integrated Wealth Concepts LLC holds $39,997,460 across 43 Oil & Gas Midstream names. KMI ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
149,828 | $5,507,677 | |
| 2 | KMI |
Kinder Morgan, Inc.
This page
|
158,818 | $5,077,411 | |
| 3 | OKE |
Oneok Inc /New/
|
55,715 | $4,843,862 | |
| 4 | WMB |
Williams Companies, Inc.
|
54,948 | $4,084,834 | |
| 5 | ET |
Energy Transfer LP
|
204,963 | $3,918,892 | |
| 6 | ENB |
Enbridge Inc
|
57,881 | $3,137,729 | |
| 7 | TRGP |
Targa Resources Corp.
|
9,166 | $2,457,771 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
8,964 | $2,142,485 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,077,411 | 158,818 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,931,560 | 117,255 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,861,595 | 67,719 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,877,485 | 101,642 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,875,984 | 63,809 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,898,757 | 66,553 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,910,903 | 69,741 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,478,682 | 66,939 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,261,109 | 63,468 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,188,376 | 64,797 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,136,368 | 64,420 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,332,712 | 201,008 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,587,390 | 208,327 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,870,743 | 221,059 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,409,498 | 77,959 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $845,045 | 50,784 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,124,931 | 67,120 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $815,871 | 43,145 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $493,975 | 31,146 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $599,134 | 35,812 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $333,335 | 18,285 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $328,188 | 19,711 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $280,057 | 20,487 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $254,244 | 20,620 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $303,551 | 20,010 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $322,164 | 23,144 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||